Gloria R. Melunis

• 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

• 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