$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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 has been with UBS and predecessor firms Kidder, Peabody & Co. and Paine Webber , Inc. for over 30 years. He focuses on clients with a personal net worth that increases the value they place on family and business succession planning as well as philanthropic planning. David grew up in the Seattle area where he graduated Cum Laude in Economics from the University of Washington. David is a member of the Omicron Delta Epsilon Honor Society in Economics. He has two adult children and enjoys tennis, skiing and running as well as the Arts. David has served on and presided over multiple non-profit boards since moving to the Monterey Peninsula in 1996.
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24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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