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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.

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

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Global Wealth Report 2024

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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.

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