David Ogburn
BNY
alamo, California
Contact
How to contact
david.ogburn@bny.com, 650.274.6126 (m)
Professional Profile
Call Me When
Call me when you know someone who may be in the midst of a transition impacting their wealth who needs help solving a problem and values ADVICE from a FIDUCIARY that places their best interests first.
Professions
Wealth Manager
Functional Expertise
Board of Directors (not for profit)
Capital markets
Cash management
Charitable giving
Entrepreneurship
Estate planning
Fiduciary
Financial Modelling
Investments
Lending
Philanthropy
Private equity
Private placements
Retirement
Tax
Transaction advisory
Trusts
Venture capital
Life Coaching
Exit/Transition Planning
ESG
Business Focus
"Advisor to founders, their family offices, and foundations."
Professional Certification
CFP, CEPA
Transition Planning Certification or Methodology
CEPA
Client Industries
Business Services
Computer/Electronics
Financial Services
Health/Pharma/Biotech
Non-profit
Real Estate/Construction
Software/Internet
Advisor Resource Relationships
EPI
Chapter information
Membership
Northern California Individual - Annual
Member since
Member for 10 months
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