An experienced and committed team

David has over 30 years of industry experience that spans turbulent market cycles and challenging investment environments. He brings exceptional knowledge and understanding to the advice he provides on clients' long-term needs and objectives. David is extremely thorough in taking the time to truly know and understand his clients and their motivations. His personalized approach to wealth management and ability to find the right solution for each individual has enabled him to build longstanding relationships with his clients and to be trusted by families.

David joined UBS in 2011 after a successful career at Morgan Stanley, Citicorp and Fidelity Investments. 

He has a bachelor's degree from Michigan State University. 

David is FINRA-registered and holds Series 7, Series 6, Series 31, Series 63 and Series 65 securities licenses. 

Ron has spent over 35 years in the financial services industry and has seen a number of different market cycles and economic conditions. He uses this insight to look at client portfolios from a perspective of prudence and preservation. He still serves many of his earliest relationships, including families with over three generations.

Ron has provided ultra high net worth individuals and families with investment advice , focusing on asset allocation strategies that emphasize municipal fixed income instruments. He has spent decades developing and refining methods for trading in stocks across multiple time frames. He takes the long view in building relationships, knowing the value of consistent, disciplined stewardship over time.

 Ron joined UBS in 2011 after 9 years at Morgan Stanley and prior tenures at Fidelity Investments, Citicorp & Merrill Lynch.

 He is FINRA-registered and hold Series 7, Series 63 and 65 securities licenses.

Sunita serves as a Registered Client Associate to handle the team's wealth management operations. She is a dedicated relationship builder and is committed to creating an exceptional experience for each client. Her role is vital to the implementation of the financial planning, investment and marketing processes.

Sunita's family comes from a prominent banking background and clients find that wealth management is second nature to her. Sunita's career began at GE Capital in a joint venture to set up the first consumer finance company in India. She has been working with high net worth clients for over ten years, first at JP Morgan Chase bank and now with UBS.

Sunita graduated from Rider University in Lawrenceville, NJ with a double major in Finance and International Management. She went on to do her MBA from the Thunderbird School of Global Management in Glendale, AZ where she majored in International Management.

Sunita is FINRA-registered and holds Series 7, Series 6 and Series 63 securities licenses.