Tom Hamilton Brings 20 Years of Experience in US and International Wealth Planning
PITTSBURGH and NEW YORK, June 12, 2012 — BNY Mellon has added to its team of wealth strategists with the appointment of Tom Hamilton to the wealth management business for Western Pennsylvania, Ohio and greater Chicago. He will be based in Pittsburgh and report to Don Heberle, head of international and client segments.
Hamilton has 20 years of experience providing advice on US and international tax planning, wealth preservation, and business creation and succession planning for wealthy US and international families. Prior to joining BNY Mellon in May, he served as a wealth advisor at Wells Fargo Bank and previously served as a director in the wealth group at Grant Thornton.
A graduate of the TM Cooley Law School in Lansing, Michigan, Hamilton is a licensed attorney in Pennsylvania and earned a bachelor's in accounting from Widener University near Philadelphia.
Tom has worked both in the US and abroad where he received the International designation of Trusts and Estates Practitioner in 1997. He is a past Secretary of the Miami Chapter of STEP and a member of the Bahamas Financial Services board. A member of the National Association of Elder Law, Hamilton is a past board member of the Pennsylvania Attorney General's Elder Abuse and Fraud Commission.
"As BNY Mellon Wealth Management continues to strengthen our presence in Pittsburgh and to further expand in Chicago and Ohio, Tom brings a great combination of experience and skills to help us maintain our strong client retention and satisfaction ratings," Heberle said. "We welcome Tom's professional expertise and international perspective in helping us serve the complex wealth and investment planning needs of our clients."
BNY Mellon Wealth Management is among the nation's leading wealth managers, with more than two centuries of experience in providing investment management, wealth and estate planning, and private banking services to financially successful individuals and families, their family offices and business enterprises, charitable gift programs, and endowments and foundations. It is among the top 10 U.S. wealth managers with $176 billion.in private client assets and an extensive network of offices in the U.S. and internationally.
BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, offering superior investment management and investment services through a worldwide client-focused team. It has $26.6 trillion in assets under custody and administration and $1.3 trillion in assets under management, services $11.9 trillion in outstanding debt and processes global payments averaging $1.4 trillion per day. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Learn more at www.bnymellon.com or follow us on Twitter@BNYMellon.