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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.

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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
  • ID
  • IL
  • IN
  • KS
  • MA
  • MD
  • MI
  • NV
  • NY
  • OH
  • OR
  • SC
  • TN
  • TX
  • UT
  • WA
  • WY

Credentials

  • Chartered Retirement Planning Counselor
  • Portfolio Manager
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597

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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.

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