Delivering excellence

David is a Managing Director in UBS’s Private Wealth Management division where he focuses on investment management in the context of tax, trust and estate planning strategies. Prior to joining UBS, David was a managing director at Merrill Lynch and previously worked at J.P. Morgan Trust Company. David graduated summa cum laude with a B.S. in economics from the Wharton School at the University of Pennsylvania. He earned his M.B.A. from Harvard Business School in 1996. David has also earned his Certified Public Accountant (CPA)¹ designation. He has been recognized as an industry-leading advisor listed on Barron’s Top 100 Financial Advisors.

David is an avid runner who has completed several marathons including Boston, New York and Philadelphia, as well as ultra-marathons. He and his wife have four children and reside in Boston.

_{^{1 David does not perform the CPA function at UBS.}}

Peter is a Managing Director in UBS’s Private Wealth Management division where he advises a select group of ultra-high net worth families, foundations and endowments. Prior to joining UBS, Peter was a managing director in the Private Wealth Management group at Morgan Stanley. Previously, he worked for Prudential Investment Corp in their Leveraged Buyout group. Peter received an M.B.A. in finance from the Wharton School at the University of Pennsylvania in 1995 and an A.B. in economics from Harvard College in 1990. Peter is a founding member of the Rye Fund for Education. He and his wife have two children and reside in Greenwich, CT.

Wayne is a Managing Director in UBS’s Private Wealth Management division. Before joining UBS, Wayne was a managing director at Merrill Lynch and Woodbine, a global macro hedge fund.

Prior to his career in finance, Wayne’s background was in law, journalism and African wildlife conservation. He has published several award-winning papers—on topics that include environmental economics and political affairs—for research institutions in the US and Africa. Wayne graduated from the University of Texas at Austin and holds a Juris Doctor (J.D.) degree from Northwestern University School of Law.

Wayne is a member of the Trilateral Commission and the Explorers Club. He and his wife have three children and reside in Palm Beach, FL.

Alex is a Managing Director in UBS’s Private Wealth Management division where he advises a select group of ultra-high net worth families, foundations and endowments. Prior to joining UBS, Alex was a managing director in the Private Wealth Management group at Morgan Stanley. Alex competed in the 1988 Olympics in Calgary and was a member of the US Ski Team from 1982 – 1992. He received an M.B.A. in finance from the Wharton School at the University of Pennsylvania in 1995 and a B.A., cum laude, from the University of Rochester in 1992. Alex is the board chairman of the George Eastman House Investment Committee, a US Ski Team Ambassador and supporter of the American Cancer Society and Nature Conservancy. He and his wife have three children and reside in New York.