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 and expertise 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:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • ID
  • IL
  • KY
  • MA
  • MD
  • ME
  • MI
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA

Credentials

  • Senior Portfolio Manager
200 Clock Tower Place
Suite C-100
Carmel, CA 93923
  • (831) 626-2308

Email Me

Focus on liquidity management

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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