David Sears

Background

About David Sears

I am a Senior Vice President and Senior Institutional Consultant with the Princeton Investment Consulting Team at UBS. My experience ranges from working with a wide array of institutional clients and high net worth families, focusing on portfolio construction, asset allocation, risk management, investment manager research, trading, portfolio reporting and financial planning. Joining UBS in 2007, I've helped numerous clients achieve their financial goals through thoughtful investment strategies and personalized service. • Certified Financial Planner® • Certified Investment Management Analyst® • Chartered Retirement Plans Specialist® • Former UBS Institutional Consulting Advisory Council Member • Former CIMA Certification Commission Member • B.S. degree in finance and economics from Rutgers Business School, Phi Beta Kappa are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**