How can you pursue what matters most?

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Artist building frame

David Perrigo

First Vice President–Wealth Management


Personal & Community

  • past Vice Chairman of the Board for the Penfield Children's Center in Milwaukee
  • Board Member and past Commodore of the Pewaukee Yacht Club
  • Class "A" Representative to the Inland Lake Yachting Association
  • past Treasurer of the Arrowhead Blue Line Hockey Club
  • past Treasurer for the Waukesha County Executive
Registered States:
  • AZ
  • CO
  • CT
  • DE
  • FL
  • GA
  • IA
  • IL
  • KY
  • MA
  • ME
  • MI
  • MN
  • NC
  • NJ
  • NM
  • NY
  • OH
  • SC
  • SD
  • TX
  • WI

Education

  • MPA, Public Policy & Finance, University of Wisconsin Madison
  • B.A. Economics, University of Wisconsin Madison

Credentials

  • Wealth Advisor
17335 Golf Parkway
Suite 525
Brookfield, WI 53045
  • (262) 794-0808

Email Me

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UBS and Credit Suisse—stronger than ever

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

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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

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