DH

David K. Hohler

Head Of Planned Giving And Regional Director Of Portfolio Management at BNY Mellon Wealth Management

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.

Links

Previous companies

Russell Investments logo
State Street logo

Timeline

  • Head Of Planned Giving And Regional Director Of Portfolio Management

    September, 2023 - present

  • Director Of Investments, Planned Giving

    September, 2018

  • Senior Portfolio Manager

    July, 2011

  • Investment Officer

    July, 2006

A panel showing how The Org can help with contacting the right person.