David Mattia joined UBS Financial Services, Inc. as Senior Vice President of Investments in 2011. David focuses on generational wealth management and legacy planning with over 26 years of experience providing extensive consulting services to ultra-high net worth individuals, families, family offices and endowment/foundation clients.
David received his Bachelor's Degree from Syracuse University and holds the Investment Management Consultants Association's Certified Investment Management Analyst (CIMA®) designation from The Wharton School at The University of Pennsylvania. He is also a member of the Investment Management Consultants Association (IMCA).
David has been an active community volunteer and has held board and advisory positions with several organizations with an emphasis on children's causes. He currently serves on the Board of Directors of Lifetime Assistance Inc., the largest Rochester area agency serving children and adults with developmental disabilities and is a member of the Finance Committee of that organization. He is also a member of the Board of Directors of Empire State Lyric Theatre Company.
David's accomplishments have been widely recognized in the investment community. He was a key member of an investment team ranked by Registered Rep Magazine's list of America's Top 10 Best Advisory Teams in 2010. He is a frequent speaker on numerous investment topics and in 2010 David served as the keynote speaker at the American Association of Individual Investors conference Rochester, NY Chapter.
Personal & Community
- Lifetime Assistance Foundation, Rochester, NY (Board Member, Finance Committee)
- Empire State Lyric Theatre, Rochester, NY (Board Member, Executive Committee)