$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.
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.
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
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