People Moves
BNY Mellon Creates Role Dedicated To Private Bank, RIA Distribution In North America

BNY Mellon Investment Management has recruited a head of private bank and registered investment advisor distribution in the person of Joseph Moran. Moran previously worked at Oppenheimer.
BNY
Mellon Investment Management has recruited a head of private
bank and registered investment advisor distribution in the shape
of Joseph Moran.
Moran fills a newly-created role at the firm and will be
responsible for distributing Dreyfus mutual funds and other BNY
Mellon financial services in North America.
He reports to Kim Mustin, BNY Mellon Investment Management's head
of North American distribution, who joined the firm in April.
"While this is not a new channel for us, it is an important
market given its growth trajectory and our product and servicing
offerings," Mustin said.
Mustin added that the move highlights the firm's intention to be
more "visible and engage more fully" with the private banking and
RIA segments.
"It also will focus our future product development and service
offerings for this audience," she said.
A 20-year financial services distribution expert, Moran
previously worked at Oppenheimer, where he headed wealth
management distribution since 2010.
Moran has spent most of his career at DWS Investments / Deutsche
Asset Management in sales management leadership positions. He
started his career as a financial advisor with Metropolitan Life.