David joined Coastal Bridge Advisors as Managing Director in September of 2016. David came to Coastal Bridge with over 30 years of experience in the financial services industry. He advises wealthy families, large private corporations, their principals, and their advisors.
David began his career in 1985 as a Financial Advisor at Merrill Lynch in Orange County and subsequently spent seventeen years with Oppenheimer & Co, Inc., where he was consistently ranked among the firm’s top Advisors and founded The Paragon Group, a team that worked with ultra-high net worth clients to curate custom financial and retirement portfolios. For five years, David worked at UBS Financial Services as Managing Director of Wealth Management. David’s focus is on bringing a tailored approach to financial planning through a close connection to clients and their families, private corporations, and principals and trusted counselors. David was named to the Barron’s “Top 1,000 Financial Advisors: California” list in 2009, 2010, and 2011 and “Top 1,200 Financial Advisors: California” list in 2015 and 2016.*
David received his Bachelor’s degree in Business Economics and History from the University of California at Santa Barbara. He is a Manhattan Beach native and enjoys surfing and spending time with his two teenage daughters.
* Award criteria and disclosures:
The Barron’s list of the top financial advisors in the United States is based on data provided by participating firms. The following factors are included in the rankings: assets under management, revenue produced for the firm, and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. In 2009, 2010, and 2011, the Barron’s award was granted to the “Top 1,000 Financial Advisors,” and in 2015 and 2016, the award was granted to the “Top 1,200 Financial Advisors.”
More information about the award can be found at http://www.barrons.com/report/top-financial-advisors.