Tailored wealth advice

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David provides ultra-high-net-worth clients with extensive knowledge and nuanced insights to assemble a complete picture of their financial situation. He works with industry recognized artists, songwriters, producers, directors, showrunners, digital talent, and executives to navigate the unique opportunities presented by their wealth. David has earned the Athletes and Entertainers Consultant (AEC) UBS business designation,  a selective program unique to UBS that demonstrates his expertise providing holistic financial advice to clients across the sports and entertainment industries.

David has 30 years of experience and brings disciplined and institutional perspective to customized wealth management by integrating financial planning, investment banking, estate planning, and life insurance issues into a comprehensive approach. He graduated from the University of Southern California with a degree in business administration. 

A New York native, David resides in Calabasas with his wife and two children. He has served as a board member of the USC Trojan Entertainment Network and a steering committee member for Sports Spectacular, an organization focused on funding diabetes research for Cedars-Sinai Medical Center.

CA Insurance License 0B98128

• Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• UBS Wealth Management Chairman’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• University of Southern California, Degree in Business Administration: 1989 - 1993

• Private Wealth Advisor
• Athletes & Entertainers Consultant

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• CA
• CO
• CT
• DE
• FL
• GA
• HI
• IA
• IL
• IN
• MA
• MI
• MN
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• WY

Aidan Martinez is a Senior Wealth Strategy Associate on the Endurance Artist Management team. In his role, Aidan leads the execution of comprehensive financial plans, coordinates with clients’ external advisors, and supports investment and retirement/brokerage planning strategies tailored to each client’s unique circumstances.

Aidan plays a key role in managing the day-to-day operations of the team’s planning process—building financial models, analyzing complex portfolios, and helping translate sophisticated advice into actionable steps. 

A Los Angeles native, Aidan began his career at Charles Schwab before joining UBS in San Diego, where he supported clients through the Wealth Advice Center. He later transitioned to the Endurance Artist Management Private Wealth team in Los Angeles to focus more deeply on private portfolio planning.

Aidan earned his degree in business from the University of Colorado Boulder. Outside the office, he enjoys golfing, snowboarding, and spending time with family.

Registered States: 

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

• University of Colorado, Boulder

• CERTIFIED FINANCIAL PLANNER®
• SIE
• Series 7
• Series 66

• AK
• AR
• AZ
• CA
• CO
• CT
• DE
• FL
• GA
• HI
• IA
• ID
• IL
• IN
• LA
• MA
• MD
• MI
• MN
• MO
• MT
• NC
• NH
• NJ
• NM
• NV
• NY
• OR
• PA
• RI
• SC
• TN
• TX
• UT
• VT
• WA
• WY

Devin Andre joins UBS after nearly 20 years in the entertainment industry. He began his career at Creative Artists Agency and went on to work on and produce numerous acclaimed films, including The Dark Knight, The Help, Contagion, Escape Plan, Jane Got A Gun, The Babysitter, The Upside, The Starling, Countdown, and The Desperate Hour. A Northern California native, Devin is a graduate of the University of California, Berkeley. He resides in Woodland Hills, CA with his wife and two young sons.

Todd Hartog is a Client Associate on the Endurance Artist Management team, where he supports clients and advisors through every stage of the wealth management process. He helps manage client service requests and coordinates account administration, ensuring clients receive thoughtful and efficient support.

Todd works closely with the team to facilitate a seamless client experience while supporting the operational and strategic needs of the practice.

Originally from Newport Beach, California, Todd graduated from Chapman University. Outside of work, he enjoys spending time snowboarding, surfing, and connecting with family and friends.