Hamilton will be based in Pittsburgh, PA, reporting to Don Heberle, head of international and client segments. He has 20 years of experience advising 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, Hamilton served as a wealth advisor at Wells Fargo and was a director within the wealth group at Grant Thornton before that.

Hamilton’s appointment closely follows the addition of Patrick Cappatt as a senior sales director throughout the Pittsburgh region earlier this month. The same week, the firm appointed Edward Watson as executive vice president and chief operations officer – a newly-created position at the firm. 

BNY Mellon has $1.3 trillion in assets under management. Its wealth management unit, BNY Mellon Wealth Management, has $176 billion in private client assets.