David Smith
About David Smith
David Smith is a Managing Director at UBS, specializing in advising entrepreneurs and business owners on liquidity strategies. He has extensive experience in private banking, having previously worked at Credit Suisse and Lehman Brothers in Dallas, Texas.
Current Role at UBS
David Smith serves as a Managing Director at UBS, a position he has held since 2015. He operates out of Dallas, Texas, where he leads a team that primarily serves business owners who have recently experienced a liquidity event. His role involves advising clients on pre-liquidity and post-liquidity strategies, ensuring they navigate the complexities associated with significant financial transitions.
Previous Experience at Credit Suisse
Prior to his current role, David Smith worked at Credit Suisse as a Director in Private Banking from 2008 to 2015. During his seven years at the firm, he was based in Dallas, Texas. His responsibilities included managing client relationships and providing tailored financial solutions to high-net-worth individuals and business owners.
Experience at Lehman Brothers
David Smith's career in private banking began at Lehman Brothers, where he served as a Director from 2003 to 2008. He spent five years in Dallas, Texas, focusing on delivering financial services to clients in the private banking sector. His tenure at Lehman Brothers provided him with foundational experience in managing complex financial portfolios.
Education and Expertise
David Smith studied at the University of Mississippi - School of Business Administration from 1985 to 1990. He focused on Marketing and Economics, earning a degree in Business. This educational background supports his expertise in advising entrepreneurs and business owners, particularly in the context of mergers and acquisitions.
Membership in UBS Chairman's Council
David Smith is a member of the UBS Chairman's Council, a prestigious group within the company. This membership reflects his professional standing and commitment to excellence in private banking, as well as his ability to provide high-level advisory services to clients.