David Ellovich
About David Ellovich
David Ellovich serves as the Senior Vice President of Wealth Management at UBS, where he has worked since 2009. He has extensive experience in the financial services industry, having held senior positions at Morgan Stanley, Kidder Peabody, and Drexel Burnham Lambert.
Work at UBS
David Ellovich has been serving as Senior Vice President in Wealth Management at UBS Financial Services since 2009. He is part of The Ellovich Mendoza Group, which indicates a specialized team within the firm. His role involves managing client portfolios and providing tailored financial advice to meet the diverse needs of clients. Over his tenure at UBS, he has contributed to the firm's reputation in wealth management through his extensive experience and knowledge in the financial services industry.
Previous Experience at Morgan Stanley
Before joining UBS, David Ellovich worked at Morgan Stanley as Senior Vice President - Investments from 1993 to 2009. During his 16 years at Morgan Stanley, he was a key member of The Ellovich Mendoza Group at Smith Barney. His responsibilities included advising clients on investment strategies and managing their portfolios, which helped him build a strong foundation in wealth management.
Career at Kidder Peabody and Drexel Burnham Lambert
David Ellovich held the position of Vice President - Investments at Kidder Peabody from 1988 to 1993, where he focused on investment management and client relations. Prior to that, he worked at Drexel Burnham Lambert in a similar role from 1983 to 1988. His experience at these firms contributed to his expertise in the investment sector and prepared him for his future roles in wealth management.
Education and Expertise
David Ellovich earned a Bachelor of Arts degree in Political Science and History from Drew University, where he studied from 1975 to 1979. He also attended Kingswood-Oxford School from 1971 to 1975. His educational background provides him with a strong analytical foundation, which he applies in his financial services career. He is registered to provide financial services in 26 states across the United States, including major markets such as Arizona, California, and New York.