Experience

Michael launched his career in 1989 as an intern in Quantitative Research with the bank Societe Generale in Paris, France. Today, Michael manages and protects the continued prosperity of 40 successful entrepreneurs and their families. His professional service philosophy rests on connected communication and responsiveness, guiding clients through a customized investment strategy aimed at successfully reaching their personal financial goals. Michael has managed his clients’ wealth through three recessions and several market corrections. These challenging cycles have reinforced Michael’s belief that there is no responsibility more critical than the professional stewardship of entrusted client assets.

Michael is multilingual and conducts daily client communication in several languages including English, Portuguese, Spanish and Hebrew. Prior to receiving his M.B.A at Babson College, Michael served in an infantry combat unit of the Israeli Defense Forces. He is actively involved with local nonprofits in the areas of education and social support services to the underserved in his community. When he is not training for an endurance athletic event, Michael enjoys spending time with his wife and two daughters.

California Insurance License #0M13869

For more than 20 years, David has been building lasting relationships with a wide-array of clients, both domestic and international, and works with many of the most successful entrepreneurs and families.

David takes a broad-based and holistic approach to wealth management as he helps individuals and families achieve their long-term financial goals.  David believes that proper wealth planning is critical to both successful individual outcomes as well as for the efficient transfer of wealth to future generations. He works closely with his clients' tax and estate planning advisors to provide outstanding personalized service as well as collaborative solutions.  David uses his extensive experience in the financial industry and his deep knowledge of the capital markets to uniquely benefit his clients.

David was born in Australia and lived in Israel and is fluent in Hebrew. David served in the Israel Defense Forces. He studied law at the Hebrew University of Jerusalem and has an MBA from NYU, Stern. David began his career as a lawyer in Tel Aviv and then worked in investment banking for 10 years.

Outside the office, David has run four marathons, is an avid skier and enjoys attending premier league games in the UK with his two boys. David is married and lives with his wife and two boys in New York.

Jessica Hsiung started her career in the finance industry in 2020. Jessica is currently a Senior Registered Client Associate in the UBS International Wealth Management Division managing both domestic and international clients. Jessica has a strong background in client relations, financial services, and operational support. Jessica specializes in delivering exceptional client experiences, managing complex account activities, and collaborating with financial professionals to help clients achieve their financial objectives. Known for her professionalism, attention to detail, and commitment to excellence, Jessica brings a client-focused approach to every aspect of her work. Prior to joining UBS in 2020, Jessica worked as a nurse assistant in nursing care facilities and then pivoted to finance industry. Jessica currently holds Series 7 and Series 66 licenses. Jessica is multilingual in English, Mandarin, and Spanish. Outside of work, Jessica enjoys pottery, hiking, and playing pickleball.