IQ Financial Advisor – Content page


BNY Mellon Wealth Management has attracted David Heck from WHY, Philadelphia NPR and PBS subsidiary, where he was director of philanthropy.

Heck, who has over 20 years of fundraising experience, according to his LinkedIn account, was hired as a Senior Client Strategist at BNY Mellon.

In his new role, Heck works with high net worth families, business owners, business executives, private and hedge fund managers and their family offices, as well as foundations and endowments. , according to BNY Mellon. Based in Philadelphia, he reports to Scott lillis, Mid-Atlantic Regional President at BNY Mellon Wealth Management.

Prior to joining WHYY, Heck was Director of Philanthropy at the Southern New Jersey-based Health System. Virtua Health. Prior to WHYY, he was General Manager of Sports and Entertainment Partnerships at American Cancer Society and also worked as director of development for several congressional and judicial campaigns.

“Over the course of David’s two-decade career, he has demonstrated a talent for fundraising in all professional areas, including political fundraising, global nonprofits, private counseling, healthcare. health and public media, ”Lillis said in a statement. “His deep roots in the Metro Philadelphia area and his commitment to enriching and building community will complement the delivery and execution of our active wealth management framework to build long-term wealth and financial security with our clients. existing and new. “

On the West Coast, BNY Mellon Wealth Management in Seattle hired last month Mandy ho, who has nearly 20 years of experience in the industry, from Key bank.

BNY Mellon Wealth Management oversaw $ 307 billion in client assets at the end of September.

Do you have a tip you would like to share with FA-IQ? Write to us at [email protected].


Back To Top