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:
  • CA
  • CT
  • FL
  • GA
  • MA
  • NC
  • NJ
  • NY
  • 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.

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Sustainable investing


UBS and Credit Suisse—stronger than ever


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Athletes and entertainers, let’s talk legacy


Investment management

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager