SAN FRANCISCO, June 6, 2019 /PRNewswire/ -- On June 3, 2019, BNY Mellon Wealth
Management appointed
David Ogburn as a Senior Client Strategist in
San Francisco, CA. David will
report to Regional President Thomas
Fickinger and will be focused on growing BNY Mellon Wealth
Management's business in Northern
California, devising wealth planning and business transition
strategies for entrepreneurs and leading the Endowments and
Foundations practice group for Northern
California.
"We are pleased that David has joined BNY Mellon Wealth
Management in our Northern
California region. He is an experienced executive who will
help raise our profile in key areas and will play an integral role
in our continued growth strategy. We are very excited to welcome
him to the team," said Fickinger.
Before joining BNY Mellon Wealth Management, David was most
recently an Executive Director at J.P. Morgan Private Bank, where
he was instrumental in developing and growing their business in
Northern California. He has over
23 years of experience in the financial services industry,
including serving in institutional-equity sales roles at global
investment banks Donaldson, Lufkin, & Jenrette and Credit
Suisse, along with business development and investment management
roles at Golub Group Investment Counsel, a registered investment
advisor serving affluent families and institutions.
David holds a Bachelor of Science in Humanities and
International Affairs from Georgetown
University and an MBA, Finance/Entrepreneurial Management
from the Wharton School of Business, University of
Pennsylvania. He is also a veteran of the United States Navy,
having served on active duty for six years. He currently serves on
boards of several non-profit organizations, including the Salvation
Army of San Francisco and the
Northern California Planned Giving Council (NCPGC). He also serves
on Finance and Investment Committees for St. Anthony Foundation and
the Salvation Army Western Territory.
ABOUT BNY MELLON WEALTH MANAGEMENT
For more than two
centuries, BNY Mellon Wealth Management has provided services to
financially successful individuals and families, their family
offices and business enterprises, planned giving programs, and
endowments and foundations. In 2018, it was ranked the 11th largest
U.S. Wealth Manager by Barron's. It has $253
billion in total client assets, as of March 31, 2019, and an extensive network of
offices in the U.S. and internationally. BNY Mellon Wealth
Management, which delivers leading wealth advice across
investments, banking, custody and wealth and estate planning,
conducts business through various operating subsidiaries of The
Bank of New York Mellon Corporation. For more information go to
bnymellonwealth.com or follow us on Twitter @BNYMellonWealth
ABOUT BNY MELLON
BNY Mellon is a global investments
company dedicated to helping its clients manage and service their
financial assets throughout the investment lifecycle. Whether
providing financial services for institutions, corporations or
individual investors, BNY Mellon delivers informed investment
management and investment services in 35 countries. As of
March 31, 2019, BNY Mellon had
$34.5 trillion in assets under
custody and/or administration, and $1.8
trillion in assets under management. BNY Mellon can act as a
single point of contact for clients looking to create, trade, hold,
manage, service, distribute or restructure investments. BNY Mellon
is the corporate brand of The Bank of New York Mellon Corporation
(NYSE: BK). Additional information is available on
www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our
newsroom at www.bnymellon.com/newsroom for the latest company
news.
Contact: Michael Brady, (617)
722-7263, michael.brady@bnymellon.com
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SOURCE BNY Mellon Wealth Management