David Ogburn Email & Phone Number

As a Senior Client Strategist at BNY Wealth in San Francisco with over 25 years experience, my team and I deliver our firm’s wealth management capabilities and resources, including wealth planning, investment management, tailored lending, private banking, and fiduciary advice and services to entrepreneurs and their financial sponsors, private and public company executives, family offices, and nonprofit endowments & foundations. Advising clients on their philanthropy and community engagement is a personal passion of mine. I like to say that I get the “best of both worlds”: on one hand, I’m privileged to work with individuals and their families, helping them think through their philanthropic goals and determining the best ways to allocate and deploy their philanthropic and investment capital to achieve maximum impact; on the other hand, I’m also privileged to work with nonprofit clients, advising them on how to be good stewards of the assets entrusted to them in order to support their missions and sustain their organizations.

Listed skills include Equities, Capital Markets, Investments, Asset Allocation, and 5 others.