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David Fried, CRPC

Vice President–Wealth Management

Chartered Retirement Planning Counselor

David joined UBS in 2014 and brings over 25 years of investment advisory experience to his clients. He focuses on customizing and implementing strategic and tactical asset allocations and financial planning strategies for clients of Wealth Management, Private Wealth Management, and Institutional Consulting. He has worked for several financial institutions in his career including Hambrecht & Quist, Merrill Lynch, State Street Global Advisors, and co-managed a hedge fund (Chilmark Capital) in San Francisco from 2000-2004. He lives in Walnut Creek with his wife and eight year old son.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • ID
  • IL
  • IN
  • KS
  • MA
  • MD
  • MI
  • NM
  • NV
  • NY
  • OH
  • OR
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WY

Credentials

  • Chartered Retirement Planning Counselor
  • Portfolio Manager
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597
  • (925) 746-0215

Email Me

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ElectionWatch 2024

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.

Download the report

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