Let's move forward. Together.

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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David Rutberg

Senior Vice President–Wealth Management

David Rutberg graduated from the University of California at Los Angeles with a B.A. degree in political science - international relations. David began his career in 1988, in Los Angeles, working with the division of Security Pacific National Bank that provided fixed income investments to institutional, corporate, municipal and retail clients. During his tenure at Security Pacific, David developed an extensive understanding of the fixed income markets with an emphasis toward municipal securities.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • FL
  • GA
  • ID
  • IL
  • MA
  • MD
  • ME
  • MI
  • MN
  • NC
  • NH
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • SD
  • TX
  • UT
  • VA
  • VT
  • WA

Credentials

  • Senior Portfolio Manager
200 Clock Tower Place
Suite C-100
Carmel, CA 93923

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Turn possibilities into a plan

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A leading global wealth manager

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Managing wealth in a changing world

Geopolitics, trade and your portfolio

In times of heightened uncertainty, who you trust for financial guidance matters more than ever. For over160 years, UBS has helped clients through times of volatility with clarity and resiliency.

Get in touch with our team and we’ll help you turn today’s market uncertainty into informed confidence.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$6.9 trn

UBS Group invested assets
As of 10/29/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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