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$6 trn
UBS Group invested assets
As of 12/31/2024
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Senior Vice President–Wealth Management
David provides personalized asset and liability management for individuals and assists organizations with the establishment, implementation and oversight of their retirement plans. He employs a full wealth management planning structure in order to address clients’ financial goals. David attributes his success to his background in education. He currently manages approximately $300 million in assets for his clients. David is very involved in the community and is active with coaching sports at the youth level. David and his wife live in Atlanta with their two sons. In his spare time, he enjoys spending time with his family, traveling, fishing and golf.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Senior Vice President–Wealth Management
David provides personalized asset and liability management for individuals and assists organizations with the establishment, implementation and oversight of their retirement plans. He employs a full wealth management planning structure in order to address clients’ financial goals. David attributes his success to his background in education. He currently manages approximately $300 million in assets for his clients. David is very involved in the community and is active with coaching sports at the youth level. David and his wife live in Atlanta with their two sons. In his spare time, he enjoys spending time with his family, traveling, fishing and golf.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
