PHILADELPHIA--(BUSINESS WIRE)--BNY Mellon Wealth Management has named Robert Bowman as Mid-Atlantic Region Managing Director, Business Development in Philadelphia. Bowman will report to Regional President, Lee Woolley and will direct leadership for all new business activities, business development teams, and local marketing efforts from Philadelphia south through Delaware, Maryland, Washington, DC and Virginia.
“Robert is a seasoned executive with a strong background in the market and over 30 years of experience. We believe that he is particularly well-equipped to oversee the growth of our personnel and client base in the region and most importantly, help us to continue to deliver excellence to our clients. We are excited to welcome Robert to the team and eager to see him grow,” said Lee Woolley.
Prior to joining BNY Mellon Wealth Management, Bowman was Managing Director at National Securities, an independent broker dealer and RIA, and served as Partner and Managing Director at Snowden Lane Partners, a start-up hybrid wealth management firm. Prior to his role at Snowden Lane Partners, Bowman spent 30 years at Merrill Lynch, where he progressed from a Financial Advisor to National Sales Manager.
Bowman graduated from Saint Joseph’s University in Pennsylvania with a B.S. in Marketing Management. He also obtained his SIFMA designation from the Wharton School at the University of Pennsylvania. He is currently the Vice Chairperson of the St. Joseph’s University Board of Trustees.
ABOUT BNY MELLON WEALTH MANAGEMENT
BNY Mellon Wealth Management is a leading wealth manager. In 2017, it was ranked as a Top 10 U.S. Wealth Manager by Barron’s. It was also awarded Best Private Bank for Customer Service in the U.S. by Financial Times publications Professional Wealth Management and The Banker. The firm has more than two centuries of experience in providing services to clients who today include financially successful individuals and families, their family offices and business enterprises, planned giving programs, and endowments and foundations. It has $238 billion in total client assets, as of December 31, 2017, and an extensive network of offices in the U.S. and internationally. BNY Mellon Wealth Management, which provides investment management, custody, wealth and estate planning and private banking services, conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation. For more information go to www.bnymellonwealth.com or follow us on Twitter @BNYMellonWealth.
ABOUT BNY MELLON
BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets. As of December 31, 2017, BNY Mellon had $33.3 trillion in assets under custody and/or administration, and $1.9 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.