W.L. Mellon Speaker Series: 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. 2, 2017.
Don Heberle is chief executive officer of BNY Mellon Wealth Management. One of the top 10 U.S. wealth managers, BNY Mellon Wealth Management provides wealth planning, investment management and banking services to individuals and 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 joined the firm in 1997 to manage family office client portfolios and later assumed full management responsibility for the Family Office business. In this role, he developed and implemented the firm's tax-managed equity investment process. Subsequently, Heberle served as director of investment strategy for heritage Mellon's Private Wealth Management group, with responsibility for managing the analysis and development of investment ideas, strategic asset allocation and investment product research. Heberle joined the firm from a management consulting firm, where he designed and implemented solutions related to issues of business strategy and operations. In addition, he has commercial banking experience in portfolio analysis, risk management and commercial lending.
Heberle received a bachelor's degree in economics from Harvard College and an MBA 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. A former president of the Harvard Club of Western Pennsylvania, Mr. Heberle is chairman of the BNY Mellon Foundation of Southwestern Pennsylvania.