Hohlstein, who joined BNY Mellon in December, reports to the president of the Southeast U.S. region, Craig Sutherland. Dana Halberg, chairman of Georgia, will continue in her client service leadership role and help Hohlstein with strategies to build on strong business growth in the state and throughout the Southeast.
Prior to joining BNY Mellon, Hohlstein served for six years as director, Synovus Family Asset Management where he managed $4 billion in assets for more than 50 families. In the previous seven years, he was director of TB&C Family Office, which was the founding family for Synovus Family Asset Management. In both roles he was responsible for providing a full array of family office services to ultra high-net worth families primarily in Georgia and the greater Southeast.
'Since BNY Mellon entered Atlanta less than 10 years ago, we have grown our assets under management by four fold despite the global financial crisis', Halberg said. 'This is a testament to the value we bring to our clients' financial affairs, and is also manifested by our more than 90 percent client satisfaction and retention rates. Chris brings a strong record of achievement and expertise that will further support our high value service to clients and our future growth'.
Hohlstein earned his bachelor's at Duke University, his MBA from Harvard and is a Chartered Financial Analyst. He is on the board of the Eaglebrook School, in Deerfield, Massachusetts, and has been on the board of the Boy's and Girl's Club of Columbus (Georgia) and Phenix City (Alabama) since 1993. Additionally, he is on the board of trustees for Columbus State University.
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 nearly $178 billion in private client assets, as of Sept. 30, 2012, and an extensive network of offices in the U.S. and internationally.
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