A plan for today, tomorrow and generations to come

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As the founding member of The Powers Group, David’s goal is to go above and beyond for his clients. With more than 30 years of experience, he has navigated through numerous market cycles. By leveraging his expertise in market volatility, David is able to help clients in any financial circumstance, simple or complex. Over the years he has developed various strategies to provide a high level of attention to his clients, without ever losing sight of each client’s short, moderate, and long-term financial goals. 

David takes pride in his personal relationships with clients, giving customized support to help develop a sense of confidence for his clients and their futures. Among a select group of advisors, David is a certified Portfolio Manager and leverages this skillset to provide asset allocation advice to his clients. He has a specific focus on Estate Planning, Retirement Planning, Lending, and Asset Allocation Strategies geared towards the needs of high-net-worth individuals, families, and businesses. His deepest satisfaction comes from helping his clients achieve both financial and personal goals. 

Prior to joining UBS Wealth Management in 2022, David was a Managing Director – Investment Officer at Wells Fargo Advisors. 

Away from the office David enjoys biking, golfing, and traveling. David is a proud father of two, one of his sons is a recent graduate of Lehigh University and his other son earned his MBA at Indiana University. David currently resides in New York City with his wife. They love to give back to their community and are involved in several charities in the New York Metropolitan Area. 

California insurance license #4557799

• Forbes Best-in-State Wealth Advisors, 2022, 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.

• Portfolio Manager

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Josh is a Senior Wealth Strategy Associate. In his 18 years with The Powers Group, Josh's role has been to thoroughly understand our clients' financial and personal priorities so he can best serve their needs. Josh then applies this knowledge to create customized and targeted investment strategies designed to help our clients pursue their goals.

As a market analyst, Josh interacts daily with client portfolios, his primary goal being to ensure every facet of our client's portfolio is performing. Josh specializes in identifying our client's goal-based objectives and works to ensure that each objective remains central to our strategic planning and is being actively pursued through a combination of risk management and asset allocation strategies.

Prior to joining UBS Wealth Management in 2022, Josh was a Vice President - Senior Registered Client Associate at Wells Fargo Advisors. Prior to Wells Fargo Josh worked at Smith Barney with an Institutional Financial Advisor. Away from the office, Josh enjoys golf and spending time with his wife and two young daughters.

Josh holds Series 7 and Series 66 Registrations.

• Chartered Retirement Planning Counselor

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Martin is Senior Wealth Strategy Associate. Martin's primary role is to provide a wide array of comprehensive planning strategies for individuals and their families. By focusing on each client's specific needs and risk tolerance, Martin can develop strategies that help our clients reach their financial goals through retirement planning, risk management, college preparation, and more.

Martin, alongside our team, offers strategies beyond simply our clients' investments and instead incorporates all aspects of their financial lives. His mission is to provide each of our clients with exceptional financial advice and portfolio management, delivered with the utmost level of professional integrity and service.

Prior to joining UBS Wealth Management in 2022, Martin was a Financial Advisor at Wells Fargo Advisors. Prior to Wells Fargo Advisors, Martin worked for a boutique investment bank assisting international clients in investing in the US market. Outside of the office, Martin enjoys volunteer work and spending time with family.

Martin holds Series 7, Series 66 and Series 63 Registrations