BNY Mellon Wealth Management Appoints David Ogburn as Senior Client Strategist in San Francisco
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.
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SOURCE BNY Mellon Wealth Management