Rob brings over 12 years of financial services experience to his new role. He joins BNY Mellon Wealth Management from JP Morgan Private Bank, where he most recently served as Executive Director. Rob has worked with New England area nonprofits, schools, foundations and endowments, ultra-high net worth families and senior executives on their investing, lending, banking, philanthropic giving and estate planning. Previously, he was Vice President at Eaton Vance Investment Counsel, now CI Financial Corp.
“Rob has strong relationships in the nonprofit, philanthropic and office wealth management sectors,” Santangelo said. “His expertise is an invaluable asset to the Boston office and supports the growth of our endowments and foundations, our OCIO and family office practices, and the delivery of our Active Wealth framework to ultra-high net worth clients.”
Rob holds a Bachelor of Arts from Framingham State University and a dual degree Masters of Social Work and Masters of Business Administration from Boston University. He is an active member of his community and currently serves on the board of Philanthropy Massachusetts, Framingham State University and EdVestors, which aims to provide equitable and meaningful education for every Boston student.
ABOUT BNY MELLON WEALTH MANAGEMENT
For more than two centuries, BNY Mellon Wealth Management has provided services to financially successful individuals and families, their family offices and business enterprises, planned giving programs, endowments and foundations. He has $264 billion of total customer assets at June 30, 2022, and an extensive network of offices in the United States and abroad. BNY Mellon Wealth Management, which provides leading wealth advice in the areas of investments, banking, custody and wealth and estate planning, operates through various operating subsidiaries of The Bank of New York Mellon Corporation. A business of Wealth Management, BNY Mellon Investor Solutions comprises the firm’s institutional multi-asset solutions business. For more information, visit www.bnymellonwealth.com or follow us on Twitter @BNYMellonWealth.
SOURCE BNY Mellon Wealth Management