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Foundation for Financial Planning Announces Ben Harrison as New Board of Trustees Chair

Foundation for Financial Planning Announces Ben Harrison as New Board of Trustees Chair

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Foundation for Financial Planning Announces Ben Harrison as New Board of Trustees Chair

Globe Newswire, August 3, 2022: WASHINGTON, D.C., August 3, 2022: 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 need, today announced that seasoned financial advisory executive Ben Harrison has been appointed Chair by its Board of Trustees.

Harrison is a Managing Director and member of the Executive Committee for BNY Mellon’s Pershing , where he is Co-Head of its Wealth Solutions segment, serving the myriad needs of registered investment advisors (RIAs), broker-dealers and trust companies. Prior to this role, Harrison led Pershing’s RIA custody business and had positions in both business development and relationship management for the advisory marketplace. He has more than 20 years of experience serving the financial advisory profession.

“Ben has been a committed and passionate trustee of the Foundation for the last five and a half years,” noted FFP’s CEO Jon Dauphiné, “and we are thrilled that he is bringing his experience, insight and dedication to our mission to his new role as Chair.”

Harrison had previously served as FFP’s Vice Chair, or Chair Elect, and will serve as Chair through the end of 2023. He replaces outgoing board Chair, Kate Healy, who stepped down as she assumes a new role as Managing Director of CFP Board’s Center for Financial Planning.

“I am pleased to support FFP as we continue our mission to encourage pro bono financial planning. I know I speak for the whole FFP team and board in expressing our gratitude and best wishes to Kate Healy,” said Harrison. “Kate served as an FFP trustee for 12 years, one-and-a-half as Chair, and her leadership leaves us well positioned for continuing growth and success. We look forward to working with Kate in her new capacity, and with CFP Board, as we drive the movement to foster pro bono service across a diversifying profession.”

While an FFP trustee, Harrison helped craft FFP’s Communities of Color Initiative, funded by Pershing, to bring additional grant support for pro bono financial planning in especially vulnerable underserved communities. He was a 2010 Chairman’s Circle Honoree recognizing outstanding performance within BNY Mellon. In addition to his service at FFP, he is a current Board member for The Woodstock Academy Foundation.

Harrison earned a Bachelor of Arts degree in Economics 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 year-long term.

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About the Foundation for Financial Planning 

The Foundation for Financial Planning is a Washington, DC-based 501(c)(3) charitable organization, solely devoted to supporting the delivery of pro bono financial planning to at-risk populations, including active military members and wounded veterans, people with cancer and other serious medical diagnoses, seniors and family caregivers, low-income individuals and their families, domestic violence survivors and many more. Dedicated to powering pro bono financial planning, FFP has provided more than $8.3 million in grants to national and community-based pro bono programs; worked with partners to activate more than 24,000 financial planners to volunteer their time and talents; and acted as a leader and catalyst to foster a rich tradition of pro bono service across the financial planning profession. Visit 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 firms transform their businesses, drive growth, maximize efficiency, and manage risk and regulation.

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

Pershing brings together high-touch service, an open digital platform and the BNY Mellon enterprise to deliver a differentiated experience for every client.

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. Pershing affiliates 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 on, or follow us on LinkedIn or Twitter @Pershing.


Kate Rambo,
FiComm Partners for FFP,