head of planned giving at bny mellon wealth management@ BNY Mellon Wealth Management
Boston, Massachusetts, United States
David K. Hohler, CFA
GET FULL PROFILE 
Seattle University
Real-Time AI Research
FlashIntel GPT
Tell me more about David K. Hohler, CFA?
FlashIntel GPTDavid K. Hohler, CFA is an experienced investment professional with over 20 years of experience in the financial services industry. He has a diverse background in portfolio management, equities, investments, and derivatives. David has worked at BNY Mellon Wealth Management in various roles, including Head of Planned Giving and Investment Officer. He is skilled in designing and implementing investment solutions that meet long-term objectives. David is known for his ability to collaborate with stakeholders in the investment process, including portfolio managers, trustees, investment committees, traders, custodians, and consultants.
For inquiries about Phone Number and Email, please click here Unlock Contact
Emails and Phone Numbers
About
Investment professional with over 20 years of experience engaging with institutional investors to design, develop and implement investment solutions that meet their long-term objectives. Diverse financial services background, including portfolio management, operations, trading, business development, and client relationship management. Extensive experience on multi-disciplinary teams collaborating with stakeholders in the investment process, including portfolio managers, trustees, investment committees, traders, custodians, and consultants.
...See MoreWork Experience
head of planned giving at bny mellon wealth management
Investment Officer
Investment Officer
Financial Services
David K. Hohler, CFA's Professional Milestones
- Investment Officer (2006-07-01~2011-07-01): Developed investment strategies, optimizing portfolio performance and driving financial success.
- Manager, Portfolio Trading Operations (2004-09-01~2006-05-01): Streamlined portfolio trading operations to enhance efficiency and accuracy, resulting in improved data-driven decision making.
Education
Business Administration,
Master Of Business Administration,
Masters
915148800-978307200Skill
Portfolio Management
Mutual Funds
Equities
Investments
Derivatives
Investment Management
Process Improvement
Investment Operations
Financial Markets
Performance Measurement
Bloomberg
Trading
Asset Management
Database Administration
Microsoft Office
Equity Derivatives
Factset
Morningstar
Asset Allocation
Financial Services
Investment Strategies
Valuation
Socially Responsible Investing
Axioma
Portfolio Optimization
Financial Planning
Finance
Alternative Investments
Financial Analysis
Fixed Income
Zephyr Style Advisor
Wealth Management
Capital Markets
Certification
Colleagues
Dennis Tucker
experienced product owner business analyst business system analyst
Bryan Besecker, CFA, CAIA
investment strategist and edtech founder
Kris Radmer
Chief Information Security Officer
Melissa Sexton, CFA
chief risk officer bny mellon wealth management & bny mellon n a
Erica E. Lord
Chief Fiduciary Officer
Other Named David K. Hohler, CFA
Frequently asked questions
We found 1 David K. Hohler, CFA's phone numbers
David K. Hohler, CFA's social media include: Linkedin,
David K. Hohler, CFA works for BNY Mellon Wealth Management
David K. Hohler, CFA's role in BNY Mellon Wealth Management is head of planned giving at bny mellon wealth management
David K. Hohler, CFA works in the industry of Financial Services
David K. Hohler, CFA's colleagues are Dennis Tucker,Bryan Besecker, CFA, CAIA,Kris Radmer
David K. Hohler, CFA's latest job experience is head of planned giving at bny mellon wealth management at BNY Mellon Wealth Management
David K. Hohler, CFA's latest education in Seattle University
