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$7 trn
UBS Group invested assets
As of 12/31/2025
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
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
And this is your time to define success on your terms.
Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.
When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
