BNY Mellon Adds Four Wealth Sales Directors to Southern California Regional Offices
May 13, 2013
McMullen, Zarchen, Robinson, Vickery combined bring more than 55 years of financial services experience
NEW YORK and LOS ANGELES, May 13, 2013 — As it continues to expand its organization in recent months, the wealth management business of BNY Mellon, the global leader in investment management and investment services, has added four investment professionals to its wealth management group in Southern California. Three of the four positions are newly created.
Sales Director Bob Robinson, Senior Wealth Director John Zarchen and Sales Director Rob Vickery are based in the firm’s Los Angeles office and report to Regional President Larry Miles. Senior Director Eric McMullen is based in the company’s Newport Beach office where he reports to Senior Director Ben McGloin.
Robinson, who filled a vacant position, joined BNY Mellon Wealth Management in February from Welton Investment Corp. where he was managing director of business development from 2007 to 2013. Prior to that, he was director of sales for the western division of Quality Home Loans. He earned a bachelor’s degree from the University of California Los Angeles and is mentor with the Sharpe Fellows Program at UCLA. Zarchen stepped into his new position in April from Wells Fargo Private Bank where for more than four years he was senior vice president and national manager. From 2001 to 2008, he served as director of planning, also at Wells Fargo. He earned his bachelor’s degree from Denison University and MBA from Loyola Marymount.
Vickery assumed his new position in March, having come from the wealth and international division of Lloyds Banking Group. Since 2010, he served as a Director, building a successful operation in North America. Prior to that, he served with Lloyd’s in the UK in progressively responsible positions, having started as a corporate partnerships manager in 2006. He is a member of the board for International Trade Education Programs (ITEP), a leading education-based charity, and actively assists hundreds of at-risk-youth across Southern California achieve a career in international business.
McMullen, who has 20 years of experience, joined in April after serving for eight years as senior vice president and wealth management division director with First Midwest Bank in Chicago. From 2001 to 2005 he was director of marketing at Metlife Financial Services in the Chicago region. McMullen is a Certified Financial Planner and earned his bachelor’s from Purdue University. He also is the founder of No More, a children’s cancer research organization.
BNY Mellon Wealth Management is among the nation’s leading wealth managers, with 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, charitable gift programs, and endowments and foundations. It is a leading U.S. wealth manager with more than $188 billion in private client assets, as of March 31, 2013, 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 to clients, conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation. For more information go to www.bnymellonwealthmanagement.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 36 countries and more than 100 markets. As of March 31, 2013, BNY Mellon had $26.3 trillion in assets under custody and/or administration, and $1.4 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. Additional information is available on www.bnymellon.com, or follow us on Twitter @BNYMellon.