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David Deitch

First Vice President–Wealth Management

David Deitch has more than 30 years of professional experience managing investments and financial risks to help clients protect and grow their wealth; so they can spend less time worrying about their financial security and spend more time enjoying life with family and friends.


For the first half of his career, David worked in global banks in Chicago, New York, San Francisco, and London: first as a trader investing bank capital in global foreign exchange markets; and later advising pension funds and hedge funds on their global investments.

He has lived and worked in Charlotte since 1998, helping affluent families transform challenges into opportunities and create value across their entire financial portfolio.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • LA
  • MA
  • MD
  • MI
  • MN
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OK
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • WI
  • WV

Credentials

  • Chartered Retirement Planning Counselor
  • Chartered Retirement Plans Specialist
  • Portfolio Manager
6100 Fairview Road
Charlotte, NC 28210
  • (704) 362-8219

Email Me

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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In invested assets globally 
As of 06/30/2022

51 countries

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UBS is a world-leading wealth manager

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