BNY Mellon has hired H. Belin Robertson as senior director for business development in the firm’s Philadelphia wealth management office. Robertson joins the firm from Merrill Lynch, where he was a financial advisor focused on serving high-net-worth clients. Before that, he led business development efforts for Neuberger Berman in several western and midwestern markets.
Michael Puleio has joined BNY Mellon as senior director for business development in the firm’s Manhattan wealth management office. Puleio previously served as a financial advisor and small business specialist at MetLife, where he worked with entrepreneurs and business owners to implement risk management, wealth management and estate planning strategies. He also trained other advisors in employee benefits, financial planning for entrepreneurs and advanced estate planning techniques.
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