Senior Vice President–Wealth Management
Financial Advisor
Professional History
David Mattia joined UBS Financial Services Inc. as Private Wealth Advisor - Senior Vice President in 2011. David brings insight in generational wealth management and legacy planning with over 30 years of experience providing extensive consulting services to ultra-high net worth individuals, families, family offices and endowment -foundation clients.
David recognizes the complex and unique requirements of ultra-high net worth investors. He works collaboratively with your family's team of legal & tax advisors to help articulate and implement customized solutions intended to meet your current, generational and philanthropic objectives.
Additionally, with his background as a Director of Institutional Consulting, David is a valuable advisor with the skills to assist with investment development, tactical portfolio allocation and asset oversight. David is a collaborator who has built a team designed to assist Trustees, c-suite executives or managing partners in striving towards their fiduciary obligations.
David joined UBS from Convergent Wealth Advisors where he was a Managing Director. previously he was a Senior Vice President with Citigroup Institutional Consulting for over 18 years.
California insurance license #4561107
Recognized as an industry leader:
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:
Senior Vice President–Wealth Management
Financial Advisor
Professional History
David Mattia joined UBS Financial Services Inc. as Private Wealth Advisor - Senior Vice President in 2011. David brings insight in generational wealth management and legacy planning with over 30 years of experience providing extensive consulting services to ultra-high net worth individuals, families, family offices and endowment -foundation clients.
David recognizes the complex and unique requirements of ultra-high net worth investors. He works collaboratively with your family's team of legal & tax advisors to help articulate and implement customized solutions intended to meet your current, generational and philanthropic objectives.
Additionally, with his background as a Director of Institutional Consulting, David is a valuable advisor with the skills to assist with investment development, tactical portfolio allocation and asset oversight. David is a collaborator who has built a team designed to assist Trustees, c-suite executives or managing partners in striving towards their fiduciary obligations.
David joined UBS from Convergent Wealth Advisors where he was a Managing Director. previously he was a Senior Vice President with Citigroup Institutional Consulting for over 18 years.
California insurance license #4561107
Recognized as an industry leader:
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:
Authorized Officer
Senior Wealth Strategy Associate
Professional History
Matthew joined UBS Financial Services Inc. in 2011. Matthew has over 14 years of industry experience providing consulting services to ultra-high net worth individuals, families, family offices and endowment -foundation clients.
Matthew understands the unique complexities and requirements of ultra-high net worth individuals and families. He works collaboratively with your family's team of legal & tax advisors to help articulate and implement customized solutions intended to meet your current, generational and philanthropic objectives.
Additionally, he is a valuable advisor with his clients. He has worked in the past on the development of cash flow distribution and Monte Carlo analyses, investment policy planning, as well as tactical portfolio allocation, manager selection, due diligence and oversight.
Matthew joined UBS from Maryland based Convergent Wealth Advisors in 2011 and prior to that was an advisor at Citigroup Smith Barney.
Community Involvement
Matthew has been an active community volunteer and has held board and advisory positions with the Italian American Community Center Inc., in Rochester, NY.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Authorized Officer
Senior Wealth Strategy Associate
Professional History
Matthew joined UBS Financial Services Inc. in 2011. Matthew has over 14 years of industry experience providing consulting services to ultra-high net worth individuals, families, family offices and endowment -foundation clients.
Matthew understands the unique complexities and requirements of ultra-high net worth individuals and families. He works collaboratively with your family's team of legal & tax advisors to help articulate and implement customized solutions intended to meet your current, generational and philanthropic objectives.
Additionally, he is a valuable advisor with his clients. He has worked in the past on the development of cash flow distribution and Monte Carlo analyses, investment policy planning, as well as tactical portfolio allocation, manager selection, due diligence and oversight.
Matthew joined UBS from Maryland based Convergent Wealth Advisors in 2011 and prior to that was an advisor at Citigroup Smith Barney.
Community Involvement
Matthew has been an active community volunteer and has held board and advisory positions with the Italian American Community Center Inc., in Rochester, NY.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Client Associate
Client Associate
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.
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.
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