David Hopkins is a Managing Director and Head of Institutional Solutions for Pershing. David leads a team that serves institutional-oriented broker-dealers, investment banks and other capital markets firms, hedge funds and alternative investment managers. Pershing’s institutional platform provides clients with a single, seamless experience backed by the strength and scale of BNY Mellon, offering financing, collateral management, global trade execution, securities lending and syndicate capabilities. David is a member of Pershing’s Executive Committee.
Prior to his current role, David was Pershing’s Chief Financial Officer for 10 years. He was responsible for all of Pershing’s financial functions globally, including financial reporting, client pricing, treasury, financial planning, decision support, accounting and financial controls.
Before joining the firm in 2011, David served as senior managing director of Wells Fargo Advisors and chief operating officer of its Financial Services Group. In that role, he was responsible for leading strategic initiatives in the areas of product management, research and advice, financial advisor tools, and the self-directed investor channel. Prior to the Wachovia/Wells Fargo merger, David was chief financial officer of Wachovia Securities, where he was responsible for all the firm’s financial functions. Prior to that, David held leadership positions in Wachovia’s Finance organization. David began his career as a certified public accountant at Ernst & Whinney and Price Waterhouse, including international assignments in the U.K. and Poland. He subsequently served as chief financial officer of GE Capital in Poland prior to joining First Union Corporation before its merger with Wachovia.
David earned a Bachelor of Science degree in Accounting and a Master of Arts degree in Political Science from the University of Florida. He also completed the Securities Industry Institute® program, sponsored by the Securities Industry and Financial Markets Association (SIFMA) at the Wharton School of the University of Pennsylvania.