LOS ANGELES–(BUSINESS WIRE)–UBS Wealth Management US today announced that David Schachter, a Financial Advisor in the firm’s Los Angeles office, has received the title of Managing Director – Wealth Management. This achievement is a testament to his longstanding commitment to delivering exceptional wealth management advice and unparalleled client service.
With over 32 years of experience working in financial services, David has spent the last 21 years of his career at UBS. He leads The Endurance Artist Management Group at UBS which serves ultra-high-net-worth individuals and specializes in helping high profile artists, entertainers, and athletes with their complex financial planning needs.
“David is a seasoned professional who brings significant value to all of his clients,” said Sunny Patel, Market Director for Los Angeles at UBS. “I am proud to have David at UBS and congratulate him on this terrific achievement.”
David has dedicated his career to pursuing excellence in the financial services industry. He is committed to educating his clients, offering them clear insights and a thorough understanding of their financial situation. David provides a disciplined and institutional perspective on customized wealth management, integrating financial planning, investment banking, estate planning, and life insurance into a comprehensive strategy.
David works with industry recognized artists, songwriters, producers, directors, showrunners, digital talent, and executives to navigate the unique opportunities presented by their wealth. He has earned the Athletes and Entertainers Consultant (AEC) UBS business designation, a selective program unique to UBS that demonstrates his expertise providing holistic financial advice to clients across the sports and entertainment industries.
About UBS
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. UBS manages 6.1 trillion dollars of invested assets as per fourth quarter 2024. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
