David joined theUgroup team in 2017 and has over 10 years of experience in the financial services industry. David oversees the operations and analysis of the team’s discretionary portfolios, review of outside investment managers and alternative investments. David provides comprehensive client portfolio analysis and serves as an integral member of our client service team.
Prior to joining theUgroup, David served as a Private Wealth Management Specialist with Merrill Lynch and UBS. David earned his B.S. degree in Business Administration from the University of Colorado at Boulder with an emphasis in Finance. David earned his Certified Investment Management Analyst® (CIMA®) designation in 2019.
David is an avid sports fan, enjoys seeing live music, riding his bike and competing in triathlons.