David Tricker
About David Tricker
David Tricker serves as Vice President at UBS Wealth Management, bringing over a decade of leadership experience in the financial services industry and a strong legal background with a Doctor of Law degree.
Current Role at UBS Wealth Management
David Tricker has served as Vice President at UBS Wealth Management since 2013. He is based in Atlanta, GA, and has accumulated over a decade of experience in leadership roles within the financial services industry. His responsibilities include managing client relationships and providing investment solutions tailored to individual needs. His extensive background in finance and law supports his ability to navigate complex financial landscapes.
Previous Experience in Financial Services
Before joining UBS, David Tricker held several significant positions in the financial services sector. He worked as Vice President - Investment Specialist at J.P. Morgan Private Bank from 2011 to 2013. He also served as Executive Director at CIBC World Markets from 2000 to 2008, and as an Executive Director at Oppenheimer & Co for a brief period in 2008. His tenure at OTR Global as part of Institutional Equities from 2008 to 2010 further contributed to his expertise in the field.
Educational Background
David Tricker earned his Doctor of Law (J.D.) degree from Syracuse University College of Law, where he studied from 1995 to 1998. Prior to this, he completed his Bachelor of Arts (Hons.) in Political Science at Wilfrid Laurier University from 1991 to 1995. His educational qualifications provide a strong foundation for his career in financial services, particularly in roles that require legal and regulatory knowledge.
Legal Expertise and Registration
David Tricker possesses a strong legal background, which is enhanced by his Doctor of Law degree. This expertise complements his work in financial services, allowing him to address legal considerations in investment strategies. He is registered to conduct business in multiple states, including California, Connecticut, Florida, Georgia, and Texas, which enables him to serve a diverse client base across various jurisdictions.
Career Development Timeline
David Tricker's career spans over two decades in the financial services industry. He began as an Associate at Kilpatrick Townsend & Stockton LLP from 1998 to 2000, before transitioning to CIBC World Markets. His career path includes significant roles at J.P. Morgan, OTR Global, and Oppenheimer & Co, showcasing a progressive development in leadership and investment expertise within the sector.