Profile
Gloria R. Melunis focuses her practice on the investment servicing and investment management industries, advising broker-dealers, investment managers, asset servicing providers, and fund complexes on wide-ranging regulatory and transactional matters.
The attorney is providing legal services through and affiliated with Greenberg Traurig, LLP, a New York Limited Liability Partnership. Prior results do not guarantee a similar outcome.
Capabilities
Experience
- Counseled clients on a broad range of legal matters concerning investment management, custody, and escrow accounts of individuals as well as those of institutions.°
- Drafted and negotiated a variety of agreements, including vendor and confidentiality matters, client agreements, and services agreements with third-party investment managers.°
- Advised large financial institution on compliance matters concerning state and federal laws and regulations.°
- Counseled clients on investment-related digital initiatives, such as client onboarding and experience portals, mobile apps, and electronic delivery and signature matters in compliance with the ESIGN Act and SEC guidance.°
- Counseled clients on international matters and establishment of asset management relationships with non-U.S. residents, reverse inquiry applicability, and permissible U.S. mutual fund investment.°
°The above representations were handled by Ms. Melunis prior to her joining Greenberg Traurig, LLP.
- PNC Financial Services Group, Inc., 2019-2021
- Counsel, 2019-2021
- Staff Counsel, 2016-2019
- Legal Intern, 2014
- Judicial Extern, Hon. Gloria M. Burns, U.S. Bankruptcy Court for the District of New Jersey, 2014
Recognition & Leadership
- Selected, Metro Philadelphia, “LGBTQ+ Power Players,” 2022
A description of the selection methodology for the above awards can be found here. No aspect of this advertisement has been approved by the Supreme Court of New Jersey.
- Vice President, Delaware Valley Legacy Fund
- Member, Philadelphia LGBTQ Bar Association
- Vice Chair, 2019-2020
Credentials
Education
-
J.D., Rutgers Law School
- Executive Editor, Rutgers Journal of Law & Public Policy
- B.A., Rowan University
Clerkships
- U.S. Bankruptcy Court for the District of New Jersey, 2015-2016
Admissions
- Pennsylvania
- New Jersey
- Supreme Court of New Jersey
- Supreme Court of Pennsylvania