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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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 began his career in the financial services industry with Piper Jaffray 40 years ago and transferred to UBS Financial Services in 2006 when UBS acquired the Wealth Management business of Piper Jaffray. With his vast experience in the business, he can offer understanding to his clients and listen to them to assist with their personal goals.
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 and trustee 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 adult children and live in Eden Prairie, MN. California Non-Resident Insurance License #0D11576
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.
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 began his career in the financial services industry with Piper Jaffray 40 years ago and transferred to UBS Financial Services in 2006 when UBS acquired the Wealth Management business of Piper Jaffray. With his vast experience in the business, he can offer understanding to his clients and listen to them to assist with their personal goals.
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 and trustee 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 adult children and live in Eden Prairie, MN. California Non-Resident Insurance License #0D11576
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.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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