Managing Director–Wealth Management
Financial Advisor
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
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Let's connect
Managing Director–Wealth Management
Financial Advisor
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
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Let's connect
Registered Client Associate
Alex Chumas is a Registered Client Associate committed to providing a positive client experience by tailoring thoughtful solutions based on individual preferences and needs. He manages operational functions for the team while supporting all other daily functions. Alex graduated from the University of Southern California where he competed on the Club Fencing team and played on the drumline for the Spirit of Troy. Prior to joining UBS, Alex worked at Bank of America and Evoke Advisors, a Los Angeles based Register Investment Advisor.
A Las Vegas native, Alex now resides in Westwood where he is active in his community. He volunteers with a non-profit for the benefit of the Los Angeles animal shelter. In his spare time, Alex trains for triathlons and enjoys the outdoors. He is a passionate football fan and movie buff.
Education
Registered Client Associate
Alex Chumas is a Registered Client Associate committed to providing a positive client experience by tailoring thoughtful solutions based on individual preferences and needs. He manages operational functions for the team while supporting all other daily functions. Alex graduated from the University of Southern California where he competed on the Club Fencing team and played on the drumline for the Spirit of Troy. Prior to joining UBS, Alex worked at Bank of America and Evoke Advisors, a Los Angeles based Register Investment Advisor.
A Las Vegas native, Alex now resides in Westwood where he is active in his community. He volunteers with a non-profit for the benefit of the Los Angeles animal shelter. In his spare time, Alex trains for triathlons and enjoys the outdoors. He is a passionate football fan and movie buff.
Education
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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