David Cavallanti
About David Cavallanti
David Cavallanti is a Senior Relationship Manager (Executive Director) at UBS Wealth Management & Swiss Bank, with extensive experience in the financial sector, including roles at Bear Stearns and Lombard Odier. He holds multiple qualifications in economics, pension fund administration, and corporate banking, and is proficient in several languages.
Current Role at UBS
David Cavallanti serves as a Senior Relationship Manager (Executive Director) in the Clientèle Institutionnelle division at UBS Wealth Management & Swiss Bank. He has held this position since 2006, accumulating 18 years of experience in Geneva and Vaud, Switzerland. In this role, he coordinates with various divisions, including Asset Management, Wealth Management, Corporate Lending, and Investment Banking. His responsibilities include delivering presentations on macroeconomics and providing advisory services related to collective pension plans, 1e pension plans, and vested-benefits accounts for executives.
Previous Experience in Financial Services
Before joining UBS, David Cavallanti worked at Lombard Odier as the Head of Sell-side Research on Financials from 2005 to 2006 in the Zürich Area, Switzerland. He also served as a Credit Risk Officer at UBS Investment Bank from 1997 to 2001 in London, United Kingdom. His earlier experience includes a role as a Sell-side Stock Analyst at Bear Stearns from 2001 to 2005, where he worked for four years in London.
Educational Background
David Cavallanti has a strong educational foundation in finance and economics. He obtained a Master's Degree in Economics from Université de Neuchâtel, studying from 1987 to 1991. He furthered his education at The United Kingdom Society of Investment Professionals, achieving a qualification in Investment Management in 2000. He studied at the Swiss Federal Institute for The Pension Fund Industry from 2008 to 2010, focusing on Pension Fund Administration, Actuarial Mathematics, and Law, earning the Brevet Fédéral de Spécialiste en Prévoyance Professionnelle.
Professional Certifications
David Cavallanti has obtained several professional certifications that enhance his expertise in the financial sector. He achieved the Corporate Banker Diploma from the Swiss Federal Banking School, studying Corporate Lending, Law, Taxation, and Asset Servicing from 2012 to 2013. Additionally, he completed the Securities and Financial Derivative Representative qualification from The Securities and Futures Authority of The United Kingdom in 2001.
Multilingual Proficiency and Skills
David Cavallanti possesses multilingual proficiency in French, English, Chinese, German, and Italian. This skill set supports his international experience and enhances his ability to engage with diverse clients in the financial sector. He utilizes quantitative tools for asset liability management and occupational pension plans, which are integral to his advisory services.