Philadelphia, PA. July 12, 2018 – BNY Mellon Wealth Management has named Olivier Khalil as senior wealth director in Philadelphia, Pennsylvania. Khalil will report to Mid-Atlantic Region Managing Director Robert Bowman and will be responsible for developing business relationships in the entrepreneur and merger and acquisitions market.
“With over 30 years of experience in the financial services industry, Olivier has tremendous experience with sourcing relationships and developing new business. Olivier will help the Philadelphia region achieve everyday asset and revenue goals and we are excited to welcome him to the team,” said Bowman.
Prior to joining BNY Mellon Wealth Management, Khalil was a Director at Bainbridge Capital and before that Khalil was an EVP at RL Partners.
Khalil holds a Bachelor of Science in finance from Indiana University. He has completed various finance and management programs from the University of Pennsylvania, Wharton Business School.
BNY Mellon Wealth Management is a leading wealth manager. In 2017, it was ranked as a Top 10 U.S. Wealth Manager by Barron’s. It was also awarded Best Private Bank for Customer Service in the U.S. by Financial Times publications Professional Wealth Management and The Banker. The firm has more than two centuries of experience in providing services to clients who today include financially successful individuals and families, their family offices and business enterprises, planned giving programs, and endowments and foundations. It has $246 billion in total client assets, as of March 31, 2018, and an extensive network of offices in the U.S. and internationally. BNY Mellon Wealth Management, which provides investment management, custody, wealth and estate planning and private banking services, conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation. For more information go to bnymellonwealth.com or follow us on Twitter @BNYMellonWealth.
BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries. As of March 31, 2018, BNY Mellon had $33.5 trillion in assets under custody and/or administration, and $1.9 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.