David is a Senior Vice President and Financial Advisor with UBS Wealth Management. He has over 20 years of work experience as a financial advisor and has held positions with Lehman Brothers, Credit Suisse, and Merrill Lynch. David takes a holistic approach to relationship management with a focus on investment portfolio construction, inter-generational wealth planning, and trust and estate planning.
David earned a B.A. in Economics from Vanderbilt University and an M.B.A from the Yale School of Management. He lives in Delray Beach, Florida with his wife and his three children. In his free time David enjoys hiking, gardening, and travelling.