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.

International Space Station

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

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

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$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

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UBS is a world-leading wealth manager

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