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Washington, DC, Aug. 03, 2022 (GLOBE NEWSWIRE) — Foundation for Financial Planning (FFP), a 501(c)(3) nonprofit organization dedicated to expanding access to pro bono financial planning for people in crisis or in need, today announced that Ben Harrison, a veteran financial advisory executive, has been appointed chairman by its board of directors.

Harrison is Managing Director and member of the Executive Committee of BNY Mellon’s Pershing (“Pershing”), where he is co-head of its Wealth Solutions segment, serving the myriad needs of Registered Investment Advisers (RIAs), broker-dealers and trusts. companies. Prior to this role, Harrison ran Pershing’s RIA custodial business and held roles in business development and relationship management for the consulting market. He has over 20 years of experience serving the financial advisory profession.

“Ben has been a committed and passionate Trustee of the Foundation for five and a half years,” said Jon Dauphiné, CEO of FFP, “and we are delighted that he will bring his experience, insight and dedication to our mission in his new role as president.

Harrison previously served as FFP’s vice-chairman or chairman-elect and will serve as chairman until the end of 2023. He replaces outgoing board chair Kate Healy, who stepped down as she is taking on a new role as Executive Director of the CFP Board’s Center for Financial Planning.

“I am pleased to support FFP as we pursue our mission to encourage pro bono financial planning. I know I speak on behalf of the entire FFP team and board in expressing our gratitude and best wishes to Kate Healy,” said Harrison. “Kate was a director of FFP for 12 years, including a year and a half as president, and her leadership positions us well for continued growth and success. We look forward to working with Kate in her new role and with the CFP Board of Directors as we lead the movement to foster pro bono service in a diverse profession.

While serving as a trustee of FFP, Harrison helped develop FFP’s Communities of Color initiative, funded by Pershing, to provide additional support in the form of pro bono financial planning grants in underserved communities. particularly vulnerable. He was honored with the Chairman’s Circle in 2010, recognizing outstanding performance within BNY Mellon. In addition to his service at FFP, he is currently a board member of the Woodstock Academy Foundation.

Harrison received a Bachelor of Arts in Economic Management from Ohio Wesleyan University. He also completed the Securities Industry Institute® program, sponsored by the Securities and Financial Markets Association (SIFMA), at the University of Pennsylvania Wharton School.

FFP also announced today that its new Vice Chair will be Dr. Dave Yeske, CFP®, who will assume the role of Chair for the 2024 term.

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About the Financial Planning Foundation

The Foundation for Financial Planning (FFP) is a Washington, D.C.-based 501(c)(3) charitable organization dedicated solely to supporting the provision of pro bono financial planning to at-risk populations, including active military personnel. and injured veterans, people with cancer and other serious medical diagnoses, seniors and family caregivers, low-income people and their families, survivors of domestic violence, and many more. Dedicated to fueling pro bono financial planning, FFP has provided more than $8.3 million in grants to national and community pro bono programs; worked with partners to engage more than 24,000 financial planners to volunteer their time and talents; and acted as a leader and catalyst in fostering a rich tradition of pro bono service in the financial planning profession. Visit FFPprobono.org to learn more.

About BNY Mellon’s Pershing

BNY Mellon’s Pershing is a leading provider of clearing and custody services. We are uniquely positioned to help complex financial services companies transform their businesses, drive growth, maximize efficiency, and manage risk and regulation.

Wealth management firms and institutional firms outsource to us for trading and settlement services, investment solutions, banking and brokerage custody, middle and back office support, data insights and business consultancy.

Pershing brings together highly tactile service, an open digital platform and the BNY Mellon business to deliver a differentiated experience for every customer.

Pershing LLC (Member FINRA, NYSE, SIPC) is a BNY Mellon company. With offices around the world, Pershing has over $2 trillion in assets and millions of investor accounts. Affiliates of Pershing include Albridge Solutions, Inc. and Lockwood Advisors, Inc., an investment adviser registered in the United States under the Investment Advisers Act of 1940. Additional information is available at pershing.com, or follow Tweet us on LinkedIn or Twitter @Pershing.

Kate Rambo
FiComm Partners
617-794-3825
[email protected]

Source: Foundation for Financial Planning