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$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
First Vice President
Financial Advisor
David joined the Richmond office of UBS in 2017 as Account Vice President. He has been a Financial Advisor since 2009 working with a select group of families and businesses to develop strategies for managing their wealth.
Working to solve life’s problems has been David's passion since receiving an Engineering degree from Cornell University. David spent 20 years in the manufacturing industry developing innovative products and leading research teams. He prides himself on an ability to fully comprehend clients' long-term objectives and then assist them to structure the steps necessary in pursuit of their goals. David works effectively with families and businesses.
Along with his wife and three daughters, David stays active in Richmond’s school and community programs. He serves as a volunteer running coach with Richmond Sports Backers, and gives time to various community enrichment activities including Junior Achievement’s Finance Park™. David offers a number of educational seminars including: Raising Financially Aware Kids, Financial Planning to Reach Your Goals, Health Care in Retirement, and Understanding Social Security.
David is an Eagle Scout, marathon runner, and patent holder. He looks forward to speaking with you about your financial objectives, then directing you on the pathway to financial freedom.
Education
Lets connect
First Vice President
Financial Advisor
David joined the Richmond office of UBS in 2017 as Account Vice President. He has been a Financial Advisor since 2009 working with a select group of families and businesses to develop strategies for managing their wealth.
Working to solve life’s problems has been David's passion since receiving an Engineering degree from Cornell University. David spent 20 years in the manufacturing industry developing innovative products and leading research teams. He prides himself on an ability to fully comprehend clients' long-term objectives and then assist them to structure the steps necessary in pursuit of their goals. David works effectively with families and businesses.
Along with his wife and three daughters, David stays active in Richmond’s school and community programs. He serves as a volunteer running coach with Richmond Sports Backers, and gives time to various community enrichment activities including Junior Achievement’s Finance Park™. David offers a number of educational seminars including: Raising Financially Aware Kids, Financial Planning to Reach Your Goals, Health Care in Retirement, and Understanding Social Security.
David is an Eagle Scout, marathon runner, and patent holder. He looks forward to speaking with you about your financial objectives, then directing you on the pathway to financial freedom.
Education
Lets connect
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
