• UBS

David Greenman

Financial Advisor, Senior Vice President - Wealth Management

David Greenman is a Senior Vice President and Senior Portfolio Manager at UBS Financial Services Inc., with over 30 years of experience in the financial services industry. Having grown up in a family of investment advisors, David emphasizes a disciplined investment style and a premium level of service to nurture long-term relationships with clients. After earning a B.A. in History from the University of Colorado at Boulder, David started their career at Smith Barney in Miami and later moved to Dallas, where they formed the Donnally Greenman Group. David continues to volunteer as a mentor with Imerman's Angels, reflecting their commitment to helping others through challenging times.

Location

Dallas, United States

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