Experience
Makes all the difference
David has dedicated his entire career to pursuing excellence in the financial services industry. He enjoys spending time educating his clients and providing them with clear insights and a complete picture of their financial situation. By focusing on tax-efficient investing, asset allocation and the transfer of wealth between generations, David is experienced in uncovering the hidden value in the various pockets of the markets.
David is a New York native and studied at the University of Southern California where he earned a degree in Business Administration. He cofounded the USC Second Decade Society, is a former board member of the USC Trojan Club, and a Steering Committee member for Sports Spectacular, an organization focused on funding diabetes research for Cedars-Sinai Medical Center. He lives in Calabasas with his wife and two children.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Senior Vice President - Wealth Management |
Century City, CA |
August 2006 - Present |
UBS Financial Services |
Producing Resident Manager |
Westlake Village, CA |
February 2004 - August 2006 |
Merrill Lynch |
Vice President |
Woodland Hills, CA |
April 1996 - February 2004 |
Smith Barney |
Financial Advisor |
Los Angeles, CA |
July 1993 - April 1996 |
Lehman Brothers |
Financial Advisor |
Los Angeles, CA |
October 1992 - July 1993 |
Education
- B.S. Business Administration, University of Southern California, 1993
Licenses
- Life Insurance and Variable Annuity Licensed: AZ, CA (#0B98128)
- Series 3, 7, 9, 10, 31, 63, 65
Personal & Community
- Married with two children
- Originally from Rye Brook, NY
- Live in Calabasas, CA
Registered States:
AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, LA, MA, MD, ME, MI, MN, MO, NJ, NM, NV, NY, OR, PA, SC, TN, TX, UT, WA, WY