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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.
Managing Director–Wealth Management
Financial Advisor
David began his career at Drexel Burnham Lambert in New York City and two years later transitioned to Smith Barney where he rose to vice president and associate manager of one of the most successful offices in the country. Throughout his six-year tenure at Smith Barney, David was elected to the Regional Directors Council and graduated from the firm’s Management Development Program, serving as a regular public speaker for the firm’s various training programs. Recruited by UBS in 1994, he co-founded the Rosegarten/Rubin Financial Group.
At UBS, David has been responsible for many successful client relationships with some of the country’s most prominent executives, business owners, corporations and not-for-profit organizations and foundations. Clients and peers describe David's character and methodology as “focused,” “strategic,” and “client-driven.” He has built his reputation by providing total portfolio planning with an expertise in long-term asset growth, fixed income strategy, retirement planning and asset allocation.
David graduated from the University of Wisconsin-Madison with a degree in finance and banking. David serves as the president of the board of trustees for The Lifeline Center for Child Development in New York and has sat on the board of directors and serves as the treasurer to the 99th Riverside Housing Corporation. David sits on the audit committee for the American Council on Exercise. He is an active leader for the Pediatric Cancer Foundation and a divisional coordinator for the Manhattan Soccer Club. David was Sloan Kettering Cancer Hospital’s largest individual fundraiser via the New York City Marathon. He and his wife, Tara, along with their two daughters, Madison and Olivia, reside on the Upper West Side of Manhattan.
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
Managing Director–Wealth Management
Financial Advisor
David began his career at Drexel Burnham Lambert in New York City and two years later transitioned to Smith Barney where he rose to vice president and associate manager of one of the most successful offices in the country. Throughout his six-year tenure at Smith Barney, David was elected to the Regional Directors Council and graduated from the firm’s Management Development Program, serving as a regular public speaker for the firm’s various training programs. Recruited by UBS in 1994, he co-founded the Rosegarten/Rubin Financial Group.
At UBS, David has been responsible for many successful client relationships with some of the country’s most prominent executives, business owners, corporations and not-for-profit organizations and foundations. Clients and peers describe David's character and methodology as “focused,” “strategic,” and “client-driven.” He has built his reputation by providing total portfolio planning with an expertise in long-term asset growth, fixed income strategy, retirement planning and asset allocation.
David graduated from the University of Wisconsin-Madison with a degree in finance and banking. David serves as the president of the board of trustees for The Lifeline Center for Child Development in New York and has sat on the board of directors and serves as the treasurer to the 99th Riverside Housing Corporation. David sits on the audit committee for the American Council on Exercise. He is an active leader for the Pediatric Cancer Foundation and a divisional coordinator for the Manhattan Soccer Club. David was Sloan Kettering Cancer Hospital’s largest individual fundraiser via the New York City Marathon. He and his wife, Tara, along with their two daughters, Madison and Olivia, reside on the Upper West Side of Manhattan.
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
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
