People Moves

Mellon Bolsters US Wealth Management Team

Ian Allison 26 May 2006

Mellon Bolsters US Wealth Management Team

Mellon Financial, the US investment manager, has bolstered its wealth management sales team with three new hires in the Rocky Mountain regio...

Mellon Financial, the US investment manager, has bolstered its wealth management sales team with three new hires in the Rocky Mountain region. Sarah Williamson, Lary Weintraub, and Gregory Rosenblum will be based in Denver and report to regional president Jon Stuck. Mrs Williamson, vice president and senior sales director, joins Mellon from Ernst and Young, where she was responsible for cultivating relationships with high net worth individuals and senior executives. Mr Weintraub, who takes up the same position, joins Mellon from SouthTrust Securities, where he was responsible for developing new business opportunities with high net worth families in the Palm Beach, Florida market. While Mr Rosenblum joins from First National Bank of Colorado, and is a certified trust and financial advisor and a licensed real estate broker in Colorado. Mellon Financial, which is headquartered in Pittsburgh, has approximately $4.9 trillion in assets under management.

Register for WealthBriefing today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes