Email Me
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Vice President–Wealth Management
Financial Advisor
David is a Vice President at UBS, focusing his practice on managing investment portfolios. In this role, David is responsible for the construction and management of investment portfolios for Ultra High Net Worth clients, the management of handful of the firms largest, and most complex relationships.
Furthermore, David spent nine years as an Executive Director at Oppenheimer & Co (fka CIBC World Markets) in New York City and later in Atlanta, where he advised large hedge, mutual and public pension fund portfolio managers on equities research. During his tenure at CIBC, David advised a broad range of public companies in sectors such as energy, mining, consumer, technology, and healthcare on their secondary or initial public offerings. While posted in the Atlanta office, David was responsible for CIBC's institutional equities platform for the southeastern U.S. Also, David spent three years with J.P. Morgan's Private Bank.
Personal & Community
Education
Lets connect
Vice President–Wealth Management
Financial Advisor
David is a Vice President at UBS, focusing his practice on managing investment portfolios. In this role, David is responsible for the construction and management of investment portfolios for Ultra High Net Worth clients, the management of handful of the firms largest, and most complex relationships.
Furthermore, David spent nine years as an Executive Director at Oppenheimer & Co (fka CIBC World Markets) in New York City and later in Atlanta, where he advised large hedge, mutual and public pension fund portfolio managers on equities research. During his tenure at CIBC, David advised a broad range of public companies in sectors such as energy, mining, consumer, technology, and healthcare on their secondary or initial public offerings. While posted in the Atlanta office, David was responsible for CIBC's institutional equities platform for the southeastern U.S. Also, David spent three years with J.P. Morgan's Private Bank.
Personal & Community
Education
Lets connect
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
