Reporting to CGS Managing Director George Rio, she will lead the CGS investment team and be responsible for all of the group’s relationships. Prior to joining BNY Mellon Rubin was a Vice President and Equity Partner with Frontier Capital Management, a Boston-based institutional investment management firm. From 1990 to 1995 she served as a business strategist for Telesis, a business development consultancy. Rubin also serves on a number of the boards for art organizations and other nonprofits.

Rubin joins as BNY Mellon Wealth Management completes a reorganization of its Charitable Gift Services business. With more than 100 clients and about $2.7 billion in client assets, CGS is one of the largest providers in the U.S. of planned giving services to universities, hospitals, community foundations, and other nonprofits. As part of a global financial services company, it is particularly equipped to serve organizations with complex needs.

As part of the restructuring, BNY Mellon Wealth Management Executive Director Erich Smith created new roles within the group and asked Rio to move from his position with the firm’s Family Office Services group to take the helm of CGS. Rio’s leadership role includes day-to-day management of the CGS teams in Boston and Greensboro, N.C.

“Our clients include many of the largest and oldest private and public universities and charities in the U.S.,” Smith said. “Building on that kind of momentum, CGS is geared for growth in serving the many organizations that can benefit from the level of service we offer.”