David Bruner
About David Bruner
David Bruner serves as the Senior Vice President of Wealth Management at UBS, where he has worked since 2009. He is a former Blackhawk Helicopter pilot and Company Commander, with a background in finance that includes a 14-year tenure at Morgan Stanley.
Current Role at UBS
David Bruner serves as the Senior Vice President of Wealth Management at UBS. He has held this position since 2009, contributing over 15 years of experience in the wealth management sector. In his role, he holds the UBS designation of Wealth Advisor and acts as a discretionary Portfolio Manager within the Portfolio Management Program. His expertise includes managing institutional accounts exceeding $20 million, as he is part of a select group of CIMA® qualified UBS Institutional Consultants.
Previous Experience at Morgan Stanley
Before joining UBS, David Bruner worked at Morgan Stanley for 14 years, from 1995 to 2009. During his tenure, he held the position of Associate Vice President, where he gained substantial experience in wealth management and financial advisory services. His time at Morgan Stanley provided a foundation for his current role at UBS.
Military Background
David Bruner has a notable military background, having served as a Blackhawk Helicopter pilot and Company Commander during the first Gulf War. His military service has contributed to his leadership skills and discipline, which he applies in his current professional endeavors. Additionally, he witnessed the fall of the Berlin Wall while stationed in West Germany, marking a significant historical moment.
Education and Expertise
David Bruner studied at the United States Military Academy at West Point, where he earned a Bachelor of Science degree in Engineering from 1984 to 1988. His education has equipped him with analytical and problem-solving skills that are essential in his role in wealth management.