Robert Lynn v. Bank of New York Mellon

CourtCourt of Appeals for the Third Circuit
DecidedJuly 6, 2026
Docket25-1664
StatusPublished

This text of Robert Lynn v. Bank of New York Mellon (Robert Lynn v. Bank of New York Mellon) is published on Counsel Stack Legal Research, covering Court of Appeals for the Third Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Robert Lynn v. Bank of New York Mellon, (3d Cir. 2026).

Opinion

U.S. COURT OF APPEALS FOR THE THIRD CIRCUIT No. 25-1664

ROBERT LYNN, Appellant

v.

THE BANK OF NEW YORK MELLON; THE BANK OF NEW YORK MELLON CORP. _____________________________ Appeal from the U.S. District Court, D.N.J. Judge Evelyn Padin, No. 2:22-cv-4655

Before: PORTER, MONTGOMERY-REEVES, and BOVE, Circuit Judges

Submitted Apr. 10, 2026; Decided Jul. 6, 2026 _____________________________

OPINION OF THE COURT

PORTER, Circuit Judge.

Robert Lynn sued Bank of New York Mellon,1 alleging that his demotion and termination were racially discriminatory

1 Defendants in this action are The Bank of New York Mellon and The Bank of New York Mellon Corporation (together, “BNY”). and retaliatory. The District Court granted BNY’s motion for summary judgment, and Lynn appeals. We will affirm.

I

Lynn, a black man, was employed at BNY from April 2019 to September 2021. Between August 2019 and April 2021, Lynn served as a portfolio manager, responsible for the budget and program performance of the Asset Servicing Technology (“AST”) division. During that time, he reported to London-based Daniel Shawe, a white man and Chief Operating Officer for the AST division. Initially, Lynn enjoyed working for Shawe, who gave Lynn positive performance reviews and generous bonuses. According to Lynn, Shawe never said anything negative about black people in the course of their history together.

In August 2020—in the wake of Black Lives Matter (“BLM”) protests—Shawe was responsible for arranging “courageous conversations” within his division aimed at “supporting diversity.” Appendix (“App.”) at 438. In preparation for one such conversation, Shawe told Lynn he “does not believe in Black Lives Matter [or] in the concept of white privilege.” Id. at 438–39. He said he was a “capitalist, and a banker” who “does not support the deconstruction of our system.” Id. at 439. He further stated “screw [] ‘[d]efund the police.’ ” Id. Lynn took Shawe’s comment to mean he did not support the BLM movement, not that he believed black lives don’t matter. Shawe then encouraged Lynn to speak freely about his differing views and personal experiences, which would add value to the courageous conversations.

In January 2021, Shawe told Lynn that he should gain

2 more “vertical” experience in another M-level Director role, which all had the same pay and benefits as his current role. The parties dispute whether Lynn had a meaningful choice over leaving his current role. Either way, Shawe helped Lynn identify open positions, and Lynn was attracted to an M-level project manager role that he “wanted to apply for, because it perfectly matched” his experience. App. at 479. With Shawe’s help, Lynn interviewed for the position and was “actively engaged in trying to secure th[e] position.” App. at 1389. Laura Rogers—COO of the Architecture and Data division—offered Lynn that job over a white female applicant, and he accepted. Although Lynn’s old role ceased to exist after he left, Shawe told him that if things didn’t work out in his new role, Lynn could come back to Shawe’s team for three to six months until they found him another role with the company.

Lynn’s relationship with BNY deteriorated. In April 2021, before fully transitioning to Rogers’s team, Lynn was assisting his colleagues in preparing a slide deck for a presentation to firm executives. A few hours before the presentation, Lynn unilaterally inserted a footnote accusing the AST division of being “an unsafe environment for black employees to advance and to expand their managerial skills” and describing Shawe’s doubts about the BLM movement from eight months earlier. App. at 1566. Lynn never reported his concerns to human resources; rather, one of Lynn’s colleagues noticed the footnote and told Shawe, who reported it to human resources. BNY promptly investigated and found Lynn’s claims to be unsubstantiated.

When Lynn joined Rogers’s team, several of his colleagues reported that he demonstrated performance issues, lack of technical skill, aggressive behavior, and an

3 unwillingness to learn. Rogers tried to instruct Lynn on steps he could take to improve, but to little avail. Lynn began searching for another role, and he heard that the data taxonomy team was considering creating a new role that he thought would match his skills and interests. BNY usually requires an employee to hold a position for one year before shifting roles, but Rogers waived that requirement so Lynn could apply. Lynn interviewed with several members of the data taxonomy team, but the team leader decided not to hire him nor to create the new position because Lynn lacked the technical skill necessary to succeed in the role. On June 17, 2021, a day after being notified of that decision, he filed a charge of discrimination with the EEOC and emailed Rogers and HR representatives with a copy of the complaint.

Meanwhile, Lynn continued to demonstrate poor performance. On August 17, 2021, Rogers placed Lynn onto a performance improvement plan (“PIP”), which included feedback on what he could improve. Two days later, Lynn responded with a lengthy refutation of Rogers’s feedback and further stated, “I believe that I am continuing to be discriminated against on the basis of my race and retaliated against because of my race-discrimination complaints, including my filing of an EEOC Charge against BNYM.” App. at 1738.

At the end of the month, Rogers attended a senior leadership meeting where a pending merger between her team and another was discussed. According to Rogers, this meeting led her to conclude that the reorganization would create some redundancy between roles and that one of her four M-level directors needed to go. She settled on Lynn’s position because he was the poorest performing of her directors. On September

4 1, 2021, Rogers and representatives from human relations and corporate counsel decided to eliminate Lynn’s position. On September 9, 2021, Rogers and Jeanne Mason informed Lynn that his position was being eliminated as a result of the reorganization. BNY did not replace him.

In July 2022, Lynn filed suit against BNY alleging race discrimination, retaliation, and hostile work environment in violation of Title VII, Section 1981, and the New Jersey Law Against Discrimination (“NJLAD”). The District Court granted BNY’s motion for summary judgment on all claims. Lynn timely appealed.

II

The District Court had jurisdiction under 28 U.S.C. § 1331 and we have jurisdiction under 28 U.S.C. § 1291. “We review [a] grant of summary judgment de novo and draw all reasonable inferences in favor of the nonmoving party.” Downey v. Pa. Dep’t of Corr., 968 F.3d 299, 304 (3d Cir. 2020) (internal citation and quotation marks omitted). Summary judgment is appropriate when “the movant shows that there is no genuine dispute as to any material fact and the movant is entitled to judgment as a matter of law.” Fed. R. Civ. P. 56(a). A dispute is “genuine” if there is a sufficient evidentiary basis on which a reasonable factfinder could find for the non-moving party. Kaucher v. Cnty. of Bucks, 455 F.3d 418, 423 (3d Cir. 2006). And a factual dispute is “material” if it might affect the outcome under governing law. Doe v. Luzerne Cnty., 660 F.3d 169, 175 (3d Cir. 2011). A court’s task is not to resolve disputes, but to determine whether there are factual disputes to be tried. Anderson v.

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Robert Lynn v. Bank of New York Mellon, Counsel Stack Legal Research, https://law.counselstack.com/opinion/robert-lynn-v-bank-of-new-york-mellon-ca3-2026.