Your life. Your wealth. Your future.

Pursue what matters most

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.

Three generations in front yard

David Justman

Managing Director–Wealth Management

David Justman is a Managing Director and Portfolio Manager with UBS Wealth Management.  We build and manage investment portfolios on behalf of clients, applying a long-term investment approach focused on seeking to minimize the volatility of returns and preserving wealth.  We offer a broad range of customized wealth management strategies to institutions and high net worth retail clients – leveraging the intellectual capital and research capabilities of UBS Wealth Management.  Daily meetings are scheduled to update team members about pertinent client issues and market conditions. David has spent his entire career in the securities and investment industry, starting in 1976. Before joining UBS in 2015, David was a Senior Managing Director at J.P. Morgan Securities and its predecessor firm, Bear Stearns, for 28 years.  Prior to that, David held positions as a broker and financial advisor to private clients at PaineWebber as well as CA-based investment banking and brokerage firm Bateman, Eichler, Hill, Richards. 

As an active participant in the community, David sits on several boards. He is past President of the Jewish Institute for National Security Affairs (JINSA), based in Washington, D.C.; a member of the Board of Directors of the Committee for Accuracy in Middle East Reporting in America (CAMERA), Los Angeles; and a member of the Advisory Board of Fuel for Truth in New York City.  David has been an Adjunct Professor at UCLA teaching investments and finance for 25 years.  Since 2008, David has co-chaired an annual Holiday Appeal that has raised and distributed more than $1 million to wounded warriors and other deserving veteran families suffering economic hardships.  David and his wife Laura have two adult sons and one grandson.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • KS
  • KY
  • MA
  • MD
  • ME
  • MI
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • TN
  • TX
  • UT
  • VA
  • WA
  • WY

  • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • Senior Portfolio Manager
Home Worker NV
Home Worker NV, NV 000
  • (310) 772-8003

Email Me

Three generations in apple orchard

Turn possibilities into a plan

US equity market outlook

Mountain climbers on peak at sunrise

A leading global wealth manager

White House

ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Insights