Anticipating the journey ahead
Heidi Benavidez is a Chartered Financial Analyst (“CFA”) with over 16-years of experience in the financial services industry. Most recently, Heidi was a Senior Wealth Manager at BNY Mellon where she spent 10- years in positions of increasing responsibility. In addition to managing the investment holdings of her predominantly business owner clientele, she prepares comprehensive financial plans including cash flow, leverage and tax analysis. She also assists clients with developing wealth transfer and charitable giving plans. Heidi serves on the Investment Committee of Girls Scouts of Orange County.
David Emmes has spent the majority of his 34-year career in the investment business. Most recently as U.S. Markets President- West for BNY Mellon Wealth Management. In this capacity he oversaw the investment strategy, implementation and management of client assets and private banking in 10 offices across the region. David’s experience includes 4-years working in venture capital and over 10-years in the derivative industry working with institutional clients. He serves on the Board of the Segerstrom Center for the Arts and is past Chairman of the Board and an Emeritus Trustee of the Orange County Museum of Art.