Tailored wealth advice

• AL
• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• IL
• IN
• MA
• MD
• MI
• MS
• NC
• NH
• NJ
• NV
• NY
• OH
• OR
• PA
• RI
• SC
• SD
• TX
• VA
• WA
• WI
• WY

David is a Financial Advisor, Senior Vice President, and Senior Portfolio Manager at UBS Financial Services. He is one of the founding partners of The StoneTower Group at UBS, a multi-advisor team that works with high net worth individuals, multi-generational families, client related businesses, private foundations, and charitable organizations.   For over 15 years, David has helped clients with all areas of their financial lives including investment management, liability management, personal banking services, and estate and generational planning.

Prior to joining UBS, David spent 9 years at Morgan Stanley and the first 7 years of his career in the financial industry at Citi Private Bank and Deutsche Private Bank. Furthermore, he has an extensive background in real estate analysis and transactions which serves as a beneficial supplement to clients that hold private residential and commercial real estate properties as a component of their investment strategy. As a Portfolio Manager, he is part of a select group of Financial Advisors who are qualified by the firm to manage client assets based on training, experience, and a commitment to client service. David manages several Core Portfolio strategies that can be customized to each unique client situation. Each portfolio is constructed with a foundation of traditional asset classes and can be complemented with the use of options strategies.

David earned his B.B.A in Banking & Finance from the Frank G. Zarb School of Business at Hofstra University. David currently resides with his wife Brie and son Benjamin in Garden City, NY. He is an avid golfer and ice hockey enthusiast and is a member of Beaver Dam Winter Sports Club in Locust Valley, NY.

• Senior Portfolio Manager

• AZ
• CA
• CO
• CT
• DC
• FL
• GA
• IN
• MA
• MD
• MI
• NC
• NH
• NJ
• NY
• OH
• OR
• PA
• RI
• SD
• TX
• VA
• WA
• WY

Dan is a Financial Advisor focusing on portfolio construction and asset & liability management for high net worth individuals, businesses, foundations, and endowments. For more than 25 years, Dan has provided customized financial strategies for clients.

Dan joined UBS in 2022, coming from Morgan Stanley where he was a Vice President and Financial Advisor. Prior to that, Dan worked for JP Morgan Asset Management where he was a Managing Director and Senior Private Banker. Formerly, Dan was Managing Director and Head of Banking, Cash Management, Liquidity and Asset Liability Management at Deutsche Bank. Dan spent 8-years as a Managing Director within Deutsche Bank's Corporate Investment Bank, running Corporate Cash Management and Supply Chain Finance. Dan started his career at Citibank where he spent 12 years, ultimately running a group of bankers focusing upon Fortune 500 companies.

Philanthropy, Impact, and the Arts are particularly important to Dan. He contributes time and advice to multiple philanthropies, foundations & non-profit organizations. Dan lives in Manhasset, NY with his family.

• Certified Exit Planning Advisor

• AL
• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• IL
• IN
• MA
• MD
• MI
• MS
• NC
• NH
• NJ
• NY
• OH
• OR
• PA
• RI
• SC
• SD
• TX
• VA
• WA
• WY

John is a Portfolio Manager & Financial Advisor on the team as well as one of the founding partners of The StoneTower Group. He is a Chaminade High School ’04 Graduate with his BBA & MBA from Hofstra University in NY.

 Focusing on long-term financial planning, multi-generational wealth management and family education, John is responsible for the coordination of all facets of the teams Wealth Planning process. This includes Financial, Investment, Retirement, Asset protection, Executive and Business Owner Exit Strategy, Insurance Need Analysis, Budgeting and Strategic Life Event Preparation.

 Formerly a United States Marine Corps Sergeant from 2005-2010, John was responsible for transporting and protecting President Bush and President Obama onboard “Marine One” in Washington D.C. while stationed at the Presidential Helicopter Squadron HMX-1.

John currently lives in Garden City, NY wife his wife Alexa, son Deluca, and daughter Luci. He is a skilled pianist, golf enthusiast (member of The Cherry Valley Club in Garden City), and passionate towards supporting veterans and first responders.

cu

• Portfolio Manager

• MD

With over 30 years of leadership across global finance, I have held senior roles in investment banking, treasury management, wealth management, and as a senior manager at the World Bank. My career has taken me across continents and put me in partnership with central bank presidents, finance ministers, CEOs, and CFOs—giving me a unique vantage point on the world’s financial landscape.

I bring a strong analytical background, using advanced quantitative tools and a broad industry perspective to help clients navigate complex markets and make confident decisions. My passion is making sophisticated financial topics accessible, ensuring clients understand their options and feel empowered at every step.

At UBS, I advise individuals, families, and institutions—each with unique goals and levels of complexity—designing tailored strategies to address their distinct wealth management needs. Whether optimizing investment portfolios, planning across generations, or addressing unique business and personal goals, my approach blends analytical rigor, clear communication, and a global outlook to deliver solutions that protect and grow wealth in an ever-changing world.

• Chartered Financial Analyst®

• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• HI
• ID
• IL
• IN
• KS
• KY
• MA
• MD
• ME
• MI
• MN
• MS
• MT
• NC
• NE
• NH
• NJ
• NM
• NV
• NY
• OH
• OK
• OR
• PA
• RI
• SC
• SD
• TN
• TX
• VA
• VT
• WA
• WI
• WY