As the Branch Manager in charge of business development for the New York, New Jersey and Connecticut Private Wealth Management offices, David draws on over thirty years of experience in the financial-services industry. David began his career with the First Boston Corporation in 1984 and held many roles in Institutional Sales, specifically in the Fixed Income and Equity Research Sales markets in New York City. In the mid-1990s, David joined the firm of PaineWebber as the Divisional Equity Sales Manager for the West Coast. Among other responsibilities, he served on the firm’s Focus List Committee for U.S. stock selection and was a keynote speaker for the firm’s VANTAGE program, which focused on investment strategies for high-net-worth clients. Following the merger of UBS and PaineWebber, David transitioned into the role of Sales Manager in Wealth Management Services for the 299 Park Avenue and Stamford, Connecticut offices. David attended Ithaca college in upstate New York where he graduated cum laude. He resides in Maplewood, NJ with his wife, Donna, and three children, Olivia, Owen, and Catherine.
Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY