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BNY Mellon Wealth Management Hires Pittsburgh-Based Wealth Strategist
Eliane Chavagnon
3 December 2013
BNY Mellon Wealth Management has hired Kathleen Stewart as a
wealth strategist, serving high net worth individuals and families, primarily
in Western Pennsylvania. Stewart reports to Don Heberle, executive director of
international wealth management and client segments. Based in Pittsburgh, she will also provide some
support for BNY Mellon Wealth Management’s offices in Cleveland and Chicago. Stewart was latterly vice president for fiduciary research
with fi360 in Pittsburgh,
having previously served for two years as a trust and fiduciary specialist at
Wells Fargo Private Bank. Earlier in her career, she was a wealth and estate
planning counselor. Last week BNY Mellon Wealth Management
recruited Drew Maldonado as a senior director for business development, charged
with overseeing the firm’s New York-Tri-State region. The appointments are part of the firm’s
previously-announced two-year recruiting campaign to increase its sales force by
50 per cent and create other roles in what it views as important US wealth markets.