BNY Mellon Wealth Management
415-951-4124
David Ogburn
Specialty
Investment and Financial Management
Mission
Advisor to entrepreneurs, executives, their families and family offices, endowments & foundations. Veteran - United States Navy.
Bio
As a Senior Client Strategist at BNY Mellon Wealth Management in San Francisco with over 20 years experience, my team and I deliver our firm’s wealth management capabilities and resources, including wealth planning, tailored lending, and investment management advice and services to entrepreneurs and their financial sponsors, private and public company owners/executives, family offices, and nonprofit endowments & foundations. Advising clients on their philanthropy and community engagement is a personal passion of mine.
I’m privileged to work with individuals and their families, helping them think through their philanthropic goals and determining the best ways to structure and implement their philanthropy in order to achieve maximum impact. I’m also privileged to work with nonprofit clients, advising them on how to be good stewards of the endowed assets entrusted to them in support of their missions and to ensure sustainability of the organization.
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