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The Hegenbart Group

Private Wealth Advisors

ONE FEDERAL STREET, FLOOR 24

BOSTON, MA 02110

617.946.8072

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About us

The Hegenbart Group

The Hegenbart Group practice was formed in 1991 for the purpose of providing institutional quality investment solutions tailored to the specific social, religious and/or environmental views of each client by leveraging the global resources of the Bank of America Merrill Lynch enterprise. Located in Boston and one of only 83 global institutional consulting teams in the firm we work with clients throughout the United States who value the knowledge, strategies and understanding we have developed through many years of detailed interaction with our distinctive client base. We have a deep seated belief that the power of goodwill can be amplified through sound planning and solid financing.

Our Mission

We seek to help nonprofit organizations and their related entities meet the challenges of financial stewardship by harnessing the power of coordinated effort, indepth knowledge and practical strategies. We are committed to developing an independent and objective understanding of clients’ financial resources and requirements. Drawing on the global abilities and worldwide resources of Bank of America Merrill Lynch we actively engage sound solutions wherever they are housed to meet client goals taking into account their risk tolerance, time horizon and liquidity needs. We place particular importance on the quality and integrity of our work. As a team that values client collaboration we foster the active exchange of information and ideas in order to promote informed reasoning, deliberate teamwork and impassioned effort. Our goal is to be your most trusted advisor.

Our Ethic of Service

Like many of the organizations with whom we work we have a deeply ingrained service ethic. Our service model is client centered; we are committed to developing a nuanced understanding of client needs and engendering robust client satisfaction through detailed timely interaction. We continue to develop enhancements to our offerings to keep pace with the changing needs of clients and the requirements of an evolving marketplace. We measure our success not only through client retention, but also through the enhanced accomplishments and actualized missions of the clients whom we advise.

Our Strength in Institutional Consulting

With over 25 years of experience working with nonprofit organizations we can help address the challenges and opportunities inherent in the nonprofit sector. Specifically we offer the following services:

  • Provide strategies and solutions that are tailored to an organization’s requirements.
  • Meet with clients as frequently as requested in order to gain confidence and support the clients’ mission.
  • Provide ongoing education to board, committee and staff members regarding the portfolio management process for endowments and foundations.
  • Help fulfill fiduciary obligations.
  • Leverage Bank of America Merrill Lynch’s vast resources through collaboration with specialists.
  • Develop and maintain long-term relationships by actively listening to client feedback in order to build trust and loyalty.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CIMC® and Certified Investment Management Consultant®. Use of CIMA®, and/or Certified Investment Management Analyst®, CIMC® and/or Certified Investment Management Consultant® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.

Global Institutional Consulting (“GIC”) is part of the Global Wealth and Retirement Solutions business of BofA Corp. Institutional Investments & Philanthropic Solutions (Philanthropic Solutions) is part of U.S. Trust, Bank of America Corporation (“U.S. Trust”). U.S. Trust operates through Bank of America, N.A., member FDIC, and other subsidiaries of BofA Corp. For both GIC and Philanthropic Solutions, banking and fiduciary activities are performed by wholly owned banking affiliates of BofA Corp, including Bank of America, N.A. Both brokerage and investment advisory services are provided by Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S”), a registered broker-dealer, Member Securities Investor Protection Corporation (SIPC), and registered investment adviser; the nature and degree of advice and assistance provided, the fees charged, and clients’ rights and MLPF&S’s obligations will differ depending upon the products and services actually provided. Global Institutional Consultants mentioned herein are registered representatives with MLPF&S and may assist you with investment products and services.

Meet the team

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Kathleen Hegenbart CIMC®

Senior Vice President

Private Wealth Manager

617.946.8072

617.946.8072

kathleen.hegenbart@ml.com

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Kathryn Dunlop, CIMA®

Vice President

Private Wealth Relationship Manager

617.946.8073

617.946.8073

kathryn.dunlop@ml.com

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Meet the team

Kathleen Hegenbart CIMC®

Senior Vice President

Private Wealth Manager

617.946.8072

617.946.8072

kathleen.hegenbart@ml.com

Add to address book

Read Bio

Kathryn Dunlop, CIMA®

Vice President

Private Wealth Relationship Manager

617.946.8073

617.946.8073

kathryn.dunlop@ml.com

Add to address book

Read Bio