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Private Wealth Management

Architect in studio

Every day you must weigh major business decisions—and the impact they can have on your life and family. Our team has guided many owners and entrepreneurs as they evolve their businesses, explore new ventures or initiate transition events. We can bring clarity to the issues you’re facing and advise you on each detail and stage of the process.

David Mattia, CIMA

Senior Vice President–Wealth Management

Private Wealth Advisor

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)
Registered States:
  • AL
  • AZ
  • CA
  • FL
  • IL
  • MA
  • MD
  • ME
  • NJ
  • NM
  • NY
  • OH
  • PA
  • RI
  • TX
  • VA
  • WI

  • 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.

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

  • B.A. International Relations, Syracuse University

Credentials

  • Private Wealth Advisor
  • Certified Investment Management Analyst®
400 Linden Oaks
Rochester, NY 14625
  • (585) 218-4540

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Guiding founders and business owners

Wealth, from your point of view

Executive decisions

Change your community. Change the world.

Multigenerational families

Delivering opportunity through collaboration

UBS Private Wealth Management
Specialized centers of excellence provide you and your family with the expertise that is most relevant to your wealth and goals. Their insights focus on broad themes and trends as well as successful tactical ideas and strategies.

Delivering opportunity through collaboration

Your family

Your family

Your business

Your business

Your legacy

Your legacy

Younger generations are positioned to become more economically empowered than their parents, yet they face an increasingly fast-paced and volatile future. To help brave the unknown, UBS Private Wealth Management can support your family through all generations to plan for the next era.

72% of the world’s wealthiest people are self-made, and most tend to be business owners. Entrepreneurs have the drive to build something great, and we have the solutions to turn their aspirations into reality.

COVID-19 exposed economic disparities, so those with the financial means to help stepped up. UBS Private Wealth Management can help your giving have an even greater impact by connecting you with other like-minded donors.

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Workplace Wealth Solutions

Creating a truly rewarding workplace

Your company’s success depends on attracting and retaining key talent. Everyone can flourish in a workplace where employees feel rewarded and want to stay. Together, we can help you create a truly rewarding workplace across a range of solutions.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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