Rob is head of U.S. Markets for BNY Mellon Wealth Management, leading a national team across 30 wealth offices throughout the U.S. In this role, he drives our client experience and growth strategy across the firm’s regional markets to increase market share, profitability and brand awareness. His primary responsibilities include client engagement, people management, new business development, and execution of our Active Wealth approach to deliver our clients advice to invest, borrow, spend, protect, and manage their wealth.
Rob has spent more than 25 years in the financial services industry. Prior to his current role, he was Regional Managing Director for Wells Fargo Private Bank. Before that, Rob was a Wealth Management Specialist at Merrill Lynch Trust.
Rob received a bachelor’s degree in International Relations from University of Delaware and his Juris Doctor from Georgetown University Law Center. He received his Masters of Business Administration from Columbia University and the University of California- Berkeley, Haas School of Business.