$5+ trillion
In invested assets globally
As of 11/07/2023
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Vice President–Wealth Management
Chartered Retirement Planning Counselor
David joined UBS in 2014 and brings over 25 years of investment advisory experience to his clients. He focuses on customizing and implementing strategic and tactical asset allocations and financial planning strategies for clients of Wealth Management, Private Wealth Management, and Institutional Consulting. He has worked for several financial institutions in his career including Hambrecht & Quist, Merrill Lynch, State Street Global Advisors, and co-managed a hedge fund (Chilmark Capital) in San Francisco from 2000-2004. He lives in Walnut Creek with his wife and eight year old son.
Credentials
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At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
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UBS is a world-leading wealth manager