Peter Curtis will be based in New York, reporting to managing director Katia Friend. Curtis is a long-time BNY Mellon employee, having served most of his time within the firm's investment services group. Most recently, he was a senior relationship manager working with custody services clients.

Meanwhile, Timothy Schieffelin has joined in Greenwich, CT, and also reports to Friend. Schieffelin was formerly a senior advisor to JSBO Realty & Capital and Source Capital Group, having previously been a senior vice president and private client advisor at Bank of America in Greenwich. He spent the first 27 years of his career with Citigroup in New York, latterly as director and co-founder of the firm’s high net worth lead generation team.

Lastly, Karl Gates - formerly a business development manager at KLS Professional Advisors Group - has been recruited in Los Angeles and reports to LA president Lawrence Miles.

In previous positions, Gates was national sales director at UBS and, prior to that, a district manager for sales and marketing at Waddell & Reed. He began his career at Morgan Stanley, where he was promoted to executive director and regional vice president, responsible for leading the firm’s sales and marketing efforts in Southern California.  

On Tuesday, BNY Mellon Wealth Management appointed portfolio Manager Gary Recker to join its wealth management business in Southern California. And in another big move earlier this month, the firm promoted Dan Fasciano and hired Michael Oliver as ultra high net worth family wealth advisors in Boston, MA, and in the Tri-State region respectively.

Click here to view an interview with Lawrence Hughes, chief executive of BNY Mellon Wealth Management, about the growth strategy and why the firm needs more people in more places.