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
  • CO
  • CT
  • FL
  • GA
  • MA
  • NC
  • NJ
  • NY
  • RI
  • SC
  • VA

Education

  • 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
Philanthropy
Asset allocation
401(k) plan services
Sustainable investing
Professional athletes
Women investors
265 Church Street
Suite 1102,
New Haven, CT 06510

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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A leading global wealth manager

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What will your legacy be?

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The unique needs of athletes and entertainers

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The good news is, you’re succeeding

Texas

Texas flood relief

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.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$6 trn

UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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