David K. Hohler, CFA is the Head of Planned Giving and Regional Director of Portfolio Management at BNY Mellon Wealth Management. David K. leads a team managing $2.5 billion in assets for over 100 institutional clients. Prior to this, David K. worked at Russell Investments as a Manager overseeing portfolio trading operations. David also has experience as a Senior Portfolio Manager and Investment Officer, specializing in managing endowment, foundation, and not-for-profit client portfolios. David K. holds a BA in Economics and International Relations from the University of Delaware and an MBA in Business Administration from Seattle University.
September, 2023 - present
September, 2018
July, 2011
July, 2006