An experienced and committed team

As an experienced wealth manager in San Francisco I enjoy helping people with financial planning and investments. I work with families, trusts, foundations, endowments, business owners and C-suite executives to grow and maintain their wealth. As your personal advocate, I provide you with advice that is tailored to your circumstances and priorities. I start with a detailed plan for all you'd like your wealth to achieve. Over time, I adjust your plan as your circumstances change, so you can embrace your financial future with confidence.

PMP certified as a discretionary portfolio manager at UBS.
Services Include:
*Investment Management
*Business Succession Planning
*Family Wealth Planning

I live in Mill Valley, where I have coached little league and CYO basketball. I am active as Captain of my tennis team, and I volunteer for homeless and environmental causes.

Dave is a Financial Advisor with UBS Financial Services Inc, based in San Francisco and Marin County. His team develops customized wealth management solutions for the younger generation of executives, entrepreneurs and business owners. Beginning by understanding the themes that matter most to his clients and their families, Dave designs a personal financial plan to address those matters while seeking to grow and preserve their wealth to meet future objectives.

Previously, Dave worked in the Aerospace and Defense investment banking practice of CIT Bank in New York, and served 9 years as an active duty naval officer flying the EA-6B Prowler attack jet. A veteran of Operations Iraqi and Enduring Freedom, he continues to serve as a Lieutenant Commander in the Navy Reserve. He lives in San Francisco with his family.

Areas of Focus: Financial Planning, Concentrated Stock Positions, Investment Management, Asset Allocation & Manager Selection, Estate Planning Strategies, Insurance Solutions, Lending