Sign In
Get Started →
David Smith
Managing Director - Wealth Management at UBS
Summary
David Smith is a Managing Director at UBS with over 30 years of experience advising high-net-worth individuals on wealth management.
Specializes in collaborating with entrepreneurs and business owners on pre-liquidity and post-liquidity strategies, particularly managing complex holdings from M&A activities.
Recognized as a Forbes Best-In-State Wealth Advisor in 2020 and 2021.
Education background includes studying Business, Marketing, and Economics at the University of Mississippi - School of Business Administration.
Previously held positions as Director in Private Banking at Credit Suisse and Lehman Brothers.
This public profile is provided courtesy of Clay. All information found here is in the public domain.
This public profile is provided courtesy of Clay. All information found here is in the public domain.