$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
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.
Credentials
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager