Let's move forward. Together.

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.

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David Ivanovich

First Vice President–Wealth Management

Personal & Community

  • Saltwater Fly fishing Enthusiast
  • Lives in Milford with his wife and two daughters
  • Enjoys Jogging and Kayaking
  • Milford Yacht Club Member
Registered States:
  • AZ
  • CA
  • CT
  • FL
  • GA
  • MA
  • NC
  • NJ
  • NY
  • RI
  • SC
  • VA


  • B.S., Nichols College
  • Regents College London England

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Retirement planning
Asset allocation
401(k) plan services
Sustainable investing
Professional athletes
Women investors
1 Century Tower
4th and 6th Floors, 265 Church Street
New Haven, CT 06510
  • (203) 498-3302

Email Me

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

CIO House View monthly livestream

Sustainable investing


UBS and Credit Suisse—stronger than ever


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Athletes and entertainers, let’s talk legacy


Investment management

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager