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$3.9 trillion
In invested assets globally
As of 12/31/2022
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Managing Director–Wealth Management
Financial Advisor
David is a Managing Director within the Wealth Management Group of UBS. David and his team provide comprehensive investment planning and wealth management services to affluent families. He started his career in the financial services industry with Piper Jaffray in 1983 and transferred to UBS Financial Services in 2006 when UBS acquired the Wealth Management business of Piper Jaffray.
David graduated from Miami University in 1979 earning his undergraduate Bachelor of Science Degree in Business. David is active in his local community, currently serving on the Board of Directors for Ascension Catholic Academy, a consortium of Catholic schools serving highly diverse neighborhoods in the Minneapolis/St Paul metropolitan area. David is also an active member of the Ascension Church in North Minneapolis and has previously served as Chair for the United Way Committee at Piper Jaffray. David and his wife Miriam have 2 children and live in Eden Prairie, MN. California Non-Resident Insurance License #0D11576
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Managing Director–Wealth Management
Financial Advisor
David is a Managing Director within the Wealth Management Group of UBS. David and his team provide comprehensive investment planning and wealth management services to affluent families. He started his career in the financial services industry with Piper Jaffray in 1983 and transferred to UBS Financial Services in 2006 when UBS acquired the Wealth Management business of Piper Jaffray.
David graduated from Miami University in 1979 earning his undergraduate Bachelor of Science Degree in Business. David is active in his local community, currently serving on the Board of Directors for Ascension Catholic Academy, a consortium of Catholic schools serving highly diverse neighborhoods in the Minneapolis/St Paul metropolitan area. David is also an active member of the Ascension Church in North Minneapolis and has previously served as Chair for the United Way Committee at Piper Jaffray. David and his wife Miriam have 2 children and live in Eden Prairie, MN. California Non-Resident Insurance License #0D11576
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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.
$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
