David Hohler
Director of Investments for Planned Giving Group
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.