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BNY Mellon Wealth Management Names Business Development Director In Denver

Eliane Chavagnon

21 April 2014

BNY Mellon Wealth Management has hired Matthew Obert as director for business development in Denver, CO, serving the greater Rocky Mountain region.

He will report to regional president, Tracy McCarthy.

Obert joined from Schwab Private Client Investment Advisory in Denver, where he was a manager portfolio consultant responsible for client acquisition, retention, asset allocation and relationship management in the high net worth sector.

He was previously an investment representative for Charles Schwab & Co, also in Denver.

Last week, BNY Mellon Wealth Management appointed Clay Harris as a senior director for business development and Thomas Cademartori as a director for business development in Washington, DC, and Dallas, TX, respectively.