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$5+ trillion
In invested assets globally
As of 11/07/2023
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
Financial Advisor
David is a Senior Vice President and Financial Advisor with UBS Wealth Management. He manages over $700 million in client assets, and has held positions with Lehman Brothers, Credit Suisse, and Merrill Lynch. Over the past 20+ years that David has been an investment advisor he has helped many people to achieve their financial goals. David takes a holistic approach to relationship management and crafts flexible investment plans which are aligned with his client’s goals, including retirement planning, inter-generational wealth transfer, and trust and estate planning. He provides insights and customized solutions that help his clients to pursue what is important to them now and in the future.
In addition to investment management, David facilitates a wide range of commercial products and services on the UBS platform including business loans, residential and commercial real estate loans, and advice on the sale or acquisition of businesses.
He volunteers for a wide range of charitable organizations. David is a member of the board of directors of American Friends of Jordan River Village, he is on the Community Impact Committee of United Way of Palm Beach County, and he is a wish granting volunteer for Make-A-Wish of Southern Florida.
David earned a B.A. in Economics from Vanderbilt University and an M.B.A from the Yale School of Management. He lives in Boca Raton, Florida with his wife and three children. In his free time David enjoys hiking, gardening, and travelling.
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
David is a Senior Vice President and Financial Advisor with UBS Wealth Management. He manages over $700 million in client assets, and has held positions with Lehman Brothers, Credit Suisse, and Merrill Lynch. Over the past 20+ years that David has been an investment advisor he has helped many people to achieve their financial goals. David takes a holistic approach to relationship management and crafts flexible investment plans which are aligned with his client’s goals, including retirement planning, inter-generational wealth transfer, and trust and estate planning. He provides insights and customized solutions that help his clients to pursue what is important to them now and in the future.
In addition to investment management, David facilitates a wide range of commercial products and services on the UBS platform including business loans, residential and commercial real estate loans, and advice on the sale or acquisition of businesses.
He volunteers for a wide range of charitable organizations. David is a member of the board of directors of American Friends of Jordan River Village, he is on the Community Impact Committee of United Way of Palm Beach County, and he is a wish granting volunteer for Make-A-Wish of Southern Florida.
David earned a B.A. in Economics from Vanderbilt University and an M.B.A from the Yale School of Management. He lives in Boca Raton, Florida with his wife and three children. In his free time David enjoys hiking, gardening, and travelling.
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
I offer the full range of products and services which are provided by the wealth management, commercial banking, and investment banking divisions. I have facilitated several large high yield loans and several commercial real estate loans. I also facilitated the IPO for a NY based supermarket chain. Some of the more specialized services that I offer to businesses include business valuation, workplace wellness, stock options plans, and directed share programs.
For philanthropic entities I work with family foundations, corporate foundations, and non-profits. I believe that it is important to establish the values of the organization and to align the investments and vision around those core values. I look at issues including engaging the founder’s children, governance, and whether the entity wants to address an immediate need or the root cause of an issue. UBS has extensive resources for helping philanthropic entities to add resources, build capacity, and to campaign for change. We provide training and insight which incudes consultations, family meeting workshops, podcasts, market-based events, and long-term advice and consultations.
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.
$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
