W.L. Mellon Speaker: Donald J. Heberle
Donald J. Heberle, MSIA '94, chief executive officer of BNY Mellon Wealth Management, presented as part of the W.L. Mellon Speaker Series on Thursday, Nov. 3, 2016.
Thursday, Nov. 3
12:30 to 1:20 p.m.
Donald J. Heberle is chief executive officer of BNY Mellon Wealth Management. BNY Mellon Wealth Management provides wealth planning, investment management and banking services to individuals, families, family offices and charitable gift programs through a national network of offices. BNY Wealth Management also has locations in key global markets.
Before his appointment as CEO in July, 2015, Heberle served as executive director of BNY Mellon Wealth Management with responsibility for wealth strategy and international wealth management. His oversight responsibilities in this role included the organization's International Wealth Management business, its Family Wealth Advisory and Wealth and Estate Strategist groups and client service delivery strategy.
Heberle received a bachelor's degree in economics from Harvard College and a master of business administration in finance and accounting from Carnegie Mellon University. He is a member of the BNY Mellon Investment Management Executive Committee, and also serves on the BNY Mellon Operating Committee and as president of BNY Mellon Pennsylvania. Heberle is chairman of the BNY Mellon Foundation of Southwestern Pennsylvania.