Speakers

Catherine Keating

Chief Executive Officer, BNY Mellon Wealth Management

Catherine Keating leads BNY Mellon’s Investor Solutions and Wealth Management divisions, and is a member of BNY Mellon’s Executive Committee. She is also the CEO and a Board member of BNY Mellon, N.A., the company’s national bank subsidiary. The Investor Solutions division is the company’s Multi-Asset Solutions segment, serving institutional clients across the firm’s businesses. The Wealth Management division has served wealthy families, their businesses, family offices, and philanthropies around the world for more than two centuries. In 2021 and 2022, it was named the “Best Private Bank for Digital Wealth Planning, North America” by the Financial Times.

Prior to joining BNY Mellon, Catherine was the CEO of Commonfund. Before Commonfund, Catherine held a variety of senior positions at J.P. Morgan over two decades, including Head of Investment Management Americas and CEO of the U.S. Private Bank, as well as serving on the firm’s Executive Committee.

Catherine is a frequent speaker on investment and wealth topics. She has been featured in interviews appearing in The Wall Street Journal, Barron's, the Financial Times, Businessweek, and Institutional Investor, among others. Catherine has also appeared on CNBC, Fox, and Bloomberg TV. She has been named one of the 100 Most Influential Women in U.S. Finance by Barron’s, and one of the Most Powerful Women in Finance and one of the Most Powerful Women in Banking by American Banker. Catherine is a member of the Council on Foreign Relations and the Economic Club of New York. She serves on the boards of the University of Virginia Law School Foundation and the Inner-City Scholarship Fund, and on the Investment Committees of the Howard Hughes Medical Institute and the Helmsley Charitable Trust. She previously served on the boards of Villanova University (including as chair), Santander Bank and Santander Holdings USA. She earned a J.D. from the University of Virginia and a B.A. from Villanova University.

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Crystal Thompkins

Head of Philanthropic Solutions, BNY Mellon Wealth Management

Crystal is Head of Philanthropic Solutions for BNY Mellon Wealth Management. In this role, she leads and coordinates strategy for all of Wealth Management’s philanthropic services, including individual and family philanthropy, institutional endowments and foundations, planned giving and donor-advised fund services.

Crystal joined the firm more than 15 years ago in 2006 as a manager for the Planned Giving group in Greensboro, NC. She has more than 20 years of experience working with nonprofits, having started in tax preparation and later moving to client relationship management. She has a depth of knowledge in all aspects of gift planning and donor stewardship from her work with large, complex programs across all sectors and provides insights on trends and best practices in support of nonprofit clients across the firm.

Crystal has been a frequent speaker at regional and national conferences and events and has published several articles and whitepapers. She has contributed her expertise to several media publications including Barron’s Penta, Worth, Financial Adviser Magazine, Planned Giving Today and Family Wealth Report. She is active in the non-profit community and serves on several boards, including the Foundation Board of her alma mater, Winston-Salem State University.

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Karena Bierman

Director of Gift Planning, The Rotary Foundation

Karena joined The Rotary Foundation Philanthropy department in 2004 as the first Planned Giving Officer. Since that time, she has steadily led the growth of Rotary’s planned giving efforts. Karena now oversees the Planned Giving team as the Director of Gift Planning. She is responsible for the cultivation and administration of life income agreements and estate gifts to the Foundation, as well as the administration and marketing of The Rotary Foundation Donor Advised Fund. Karena also successfully implemented the Foundation’s Gift and Estate Planning Program and is leading the Building The Rotary Foundation Endowment: 2025 by 2025 fundraising initiative.

Karena is a graduate of the University of Wisconsin-Madison with a degree in Political Science. She received her law degree with honors from Loyola University School of Law in New Orleans with an emphasis in international law. Karena also studied international legal studies in Moscow, Russia and Budapest, Hungary.

Prior to joining The Rotary Foundation, Karena served in government as a Chief of Staff for a Wisconsin state senator and practiced as a litigation attorney at the Chicago law firm of Wildman, Harrold, Allen & Dixon. Her practice was comprised of commercial transactions involving contracts, fraud, fiduciary duty, banking and business organizations.

Karena is a trained mediator having completed a 40-hour Performance-Based Mediation training at the Center for Conflict Resolution in Chicago, Illinois. She was awarded a scholarship and participated in the 2015-16 Leadership Evanston class of XXIV. Karena was appointed to the City of Evanston Ethics Board in 2017 for a three-year term. Karena enjoys racing vintage motorcycles and is the AHRMA 2011 Historic Production National Champion. She is past president of the Rotary Club of Evanston Lighthouse and served as International Service chair and Rotary Foundation chair.

Karena is also a member of the Association of Fundraising Professionals – Chicago Chapter, an awarded Rotary Foundation Paul Harris Fellow plus 4, and a Foundation Bequest Society member.

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John Flahive

Head of Fixed Income Investments, BNY Mellon Wealth Management

John is the head of fixed income for BNY Mellon Wealth Management. He is responsible for all fixed income strategy, policy, and management on assets totalling more than $25 billion. John leads a team of approximately 40 professionals located in Boston. He is chairman of the Bond Strategy Committee, and is a member of the Investment Strategy Committee, Investment Policy Committee, and Asset Review Committee.

John has more than 30 years of investment experience and has been an investment manager with the firm since 1994. Prior to joining the firm, he was a senior portfolio manager and vice president with Neuberger & Berman, and a vice president and associate portfolio manager with T. Rowe Price.

John received a bachelor’s degree from Saint Michael’s College and a Master of Business Administration from Clarkson University and attended New York University’s Graduate School of Business Administration for Visiting Professionals. He is a CFA charterholder.

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David Hohler

Director of Investments, Planned Giving, BNY Mellon Wealth Management

David is the Director of Investments for BNY Mellon Wealth Management’s Planned Giving Group. In this role, he is responsible for overseeing the team of investment professionals that manage planned giving assets. David also works directly with clients to design, implement, and actively-manage their planned giving portfolios. His clients include secondary schools, healthcare groups, colleges and universities, religious and cultural organizations and community foundations.

David joined the firm in 2006. Prior to that, David worked at Frank Russell & Co. in Tacoma, WA. While at Russell, David served as manager of portfolio trading operations. In this role, he supervised the team responsible for the data management, cash flow monitoring, reconciliation, portfolio accounting and performance measurement of derivatives-based overlay and hedge strategies.

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Nancy Keller-Go

Global Head of Fiduciary, Global Family Office, BNY Mellon Wealth Management

Nancy Keller-Go is Global Head of Fiduciary, Global Family Office for BNY Mellon Wealth Management. Based in our Boston office, Nancy leads a global, high performing team of trust professionals serving as the trusted advisor to family offices as well as charitable trusts and foundations.

Nancy joined the firm in 2022 and has more than 20 years of experience advising and supporting high net worth individuals, families and charitable organizations. Nancy was previously Investment and Wealth Structuring Market Director with Bank of America Private Bank, where she led a team of legal, accounting and financial planning professionals with a focus on trusts and estates, family legacy, philanthropy and planning for collectors. Prior to that, Nancy was Head of Estates and Special Investments and co-led the Gifts and Trusts team at Harvard Management Company. Before joining Harvard, Nancy had a US domestic and international trusts and estates practice first with Goodwin Procter and later with Day Pitney, and served as founding co-president of the Boston chapter of the Society of Trust and Estate Practitioners (STEP). Nancy also co-founded specialty wine retailer Vinodivino. She serves on the inaugural Director’s Council of the Harvard Art Museums.

Nancy received a bachelor’s degree from Yale University, and a master’s degree from the University of East Anglia in the UK, and a J.D. from the University of Michigan Law School.

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Gena Lai

Director of Special Assets and Strategic Initiatives, Office of Development, Yale University

Gena Lai is Director of Special Assets and Strategic Initiatives within Yale University’s Office of Development. In this role, she assists gift officers with the due diligence and transfer of non-cash donations. She also manages gifts of securities, real estate, private equity, intellectual property, and other non-cash assets, also known as the “dogs and cats portfolio.” In addition, Gena makes policy recommendations relating to new gift types, such as digital assets. Gena’s current work is informed by her prior experiences as a securities regulator, corporate lawyer, financial analyst, and teacher. She has a law degree and is a CFA Charterholder. 

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Alicia Levine

Head of Equities, Trading, and Capital Markets Advisory, BNY Mellon Wealth Management

Alicia Levine is Head of Equities, Trading, and Capital Markets Advisory and interim Chair of Wealth Management’s Investment Strategy Committee. Alicia is one of the firm’s leading voices for market analysis and investment outlook. She is the go-to person for client-facing economic analysis, market strategy and asset allocation across the bank.

Alicia is a regular on-the-record source, live broadcast commentator and breaking news analyst for a variety of media outlets including, Barron’s, Bloomberg, CNBC, CNN, Financial Times, Fox Business News and the Wall Street Journal.

Alicia was previously the Chief Strategist at BNY Mellon Investment Management.

She joined BNY Mellon in 2016 from Angelo, Gordon and Co., a multi-strategy alternative asset manager, where she served as the Director of Communications. Prior to that, she was a research analyst and portfolio manager at Bentley Capital Management, where she invested in public equities and built long/short portfolios for clients.

Alicia earned a Bachelor of Arts from Brown University and a Master of Arts and Doctor of Philosophy from the University of Chicago. She was awarded a pre-doctoral fellowship from Stanford University, a post-doctoral fellowship from Harvard University and a research fellowship from the Hoover Institution. Alicia is a member of the Investment Committee for the National Academy of Design.

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John Monahan

Senior Investment Officer, Planned Giving, BNY Mellon Wealth Management

John is a senior investment officer in BNY Mellon Wealth Management’s Charitable Solutions Group. In this role, he works directly with not-for-profit clients to establish investment policy and manage program investments. John’s clients include colleges and universities, secondary schools, healthcare groups, religious and cultural organizations and community foundations.

John joined the Charitable Solutions Group in 2017. Prior to joining BNY Mellon, John spent nearly 15 years at Brown Brothers Harriman & Co. as a senior international securities lending trader, in charge of EMEA and APAC regions on the Boston trading desk. John worked closely with institutional investors to create and execute customized strategies to maximize revenue, and maintained relationships with the prime brokerage community with whom he negotiated terms of securities loans.

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