Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Co-workers in a lobby

David Deitch

Senior 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
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • LA
  • MA
  • MD
  • MI
  • MN
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • 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

Why does A.I. in space matter?

Outlook on interest rates

Tree

UBS and Credit Suisse—stronger than ever

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Insights