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
  • AZ
  • CA
  • CO
  • CT
  • 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

Email Me

Three generations in apple orchard

Turn possibilities into a plan

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      Insights

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      What if tariffs are not legal?

      Posted by: Paul Donovan

      ubs.com Sept 12, 2025

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      A leap forward

      The sustainability of fiscal policy is increasingly coming into focus for investors, especially in countries where there is no stable political majority. In the medium term, investors with more risk-tolerant strategies are likely to fare better than those who rely on money-market instruments in a low interest rate environment.

      ubs.com Sept 12, 2025

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