Senior Vice President–Wealth Management
David Field Vice President- Investments With over 25 years of experience in the financial services industry, David has developed an extensive knowledge of financial markets, economic conditions, and investment strategies. He started his career with ADM Securities prior to joining UBS in 1997. David's area of specialization is in Asset Allocation, Options, Risk Management, Portfolio Construction and Maintenance as well as Stocks and Mutual Fund research. Through the UBS Financial Goal Analysis software he helps assess risk levels and personal attainment of goals.
Anup, after graduating from UW-Madison with a bachelor's in economics and a minor in business, has spent his entire professional career in the wealth management industry. Since graduation, his path has brought him to UBS following his time as a representative with AXA Advisors where he focused on insurance, annuities, and planning.
Today at UBS, Anup's mission is to educate individuals, so they can make well-informed decisions as it relates to their unique situation. He does this by helping clients identify and prioritize their goals, offering strategic guidance specific to their needs, and then implementing a plan that works best for them.
Anup believes in his team's investment philosophy and works with client's to provide them with strategic financial planning, retirement services, risk management, and estate planning strategies. His main focus is on building an investment strategy for client's to maintain and improve the lifestyles of both themselves and their children and grandchildren.
As a dedicated Registered client service associate with over 15 years of experience in the financial services industry, she understands that each client is different – from a new investor to one with years of experience – and she appreciates your individual circumstances. Her goal is to help you with all your client and investment needs. She has been with UBS for 10 years now and before that was a Financial Advisor with Ameriprise Financial Services. She has an MBA in Finance and Marketing from the University of Mumbai and also has the Series 7, Series 66 licenses, and Life and Health Insurance Licenses.