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$2.8 trillion
In invested assets globally
As of 06/30/2022
It's more important than ever to choose the right advisors to help guide your foundation or endowment. We are experienced wealth managers who have a deep understanding of the nonprofit world and the challenges it faces today. With our access to the diverse philanthropic and institutional resources of UBS, we can help identify investment strategies designed to minimize risk while maintaining a keen awareness of your organization's vision and mission.
Vice President–Wealth Management
Financial Advisor
David combines over 25 years professional investment experience with long-standing work in the not-for-profit sector to help nonprofits and family foundations navigate the unique challenges of endowment management. After joining his first board at age 14, he has either worked for or served on a nonprofit board continuously ever since. He has designed and overseen grant programs and served in multiple board leadership roles including strategic planning, development, and board chair. Top-of-mind for many organizations today are questions of fiduciary responsibility, effective asset management with limited resources, and sustainable spending policies. David also brings long experience in social and environmentally aware investing to help foundations, endowments and families better align their resources with their purpose through mission-based, sustainable, and impact investing. He holds a B.A. from the University of Pennsylvania and an M.S. from the University of Vermont. Prior to his work in finance, David spent thirteen years working in economic development, community planning, and historic preservation. He has received both the Endowments and Foundations Certificate and the Investment Management Analyst Certificate through the Wharton School and the Investment Management Consultant Association. He lives in Montpelier, Vermont and currently serves as Board Chair of the Fleming Museum of Art at the University of Vermont and was recently Trustee Chair of the Vermont Arts Council.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Vice President–Wealth Management
Financial Advisor
David combines over 25 years professional investment experience with long-standing work in the not-for-profit sector to help nonprofits and family foundations navigate the unique challenges of endowment management. After joining his first board at age 14, he has either worked for or served on a nonprofit board continuously ever since. He has designed and overseen grant programs and served in multiple board leadership roles including strategic planning, development, and board chair. Top-of-mind for many organizations today are questions of fiduciary responsibility, effective asset management with limited resources, and sustainable spending policies. David also brings long experience in social and environmentally aware investing to help foundations, endowments and families better align their resources with their purpose through mission-based, sustainable, and impact investing. He holds a B.A. from the University of Pennsylvania and an M.S. from the University of Vermont. Prior to his work in finance, David spent thirteen years working in economic development, community planning, and historic preservation. He has received both the Endowments and Foundations Certificate and the Investment Management Analyst Certificate through the Wharton School and the Investment Management Consultant Association. He lives in Montpelier, Vermont and currently serves as Board Chair of the Fleming Museum of Art at the University of Vermont and was recently Trustee Chair of the Vermont Arts Council.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
We can help you bring your vision to life.
Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
