David Benskin
About David Benskin
David Benskin is the Founder and CEO of a wealth management firm, with a background as a former First Vice President at Merrill Lynch and a partner in their Private Banking and Investments Group.
David Benskin Founder and CEO
David Benskin is the Founder and CEO of his own wealth management practice. Leveraging his extensive experience in the financial sector, he has built a firm that specializes in providing tailored wealth management advice. His leadership and strategic direction are instrumental in the firm's operations, focusing on delivering high-value services to clients.
David Benskin Former First Vice President at Merrill Lynch
David Benskin served as First Vice President – Investments in the Global Wealth Management Group at Merrill Lynch. In this role, he was responsible for managing investment portfolios and providing strategic investment advice, focusing on optimizing returns and managing risks for high net worth clients.
David Benskin Private Banking and Investments Group Partner
Prior to starting his wealth management practice, David Benskin was a partner in the Private Banking and Investments Group at Merrill Lynch. In this capacity, he collaborated with a team to provide customized banking and investment solutions. His work included developing and implementing strategies to meet the complex financial needs of affluent clients.
David Benskin Wealth Management Advisor
David Benskin also launched his own practice at Merrill Lynch, focusing on wealth management advice for high net worth families. His practice was dedicated to offering personalized financial planning, investment management, and estate planning services. His expertise provided clients with comprehensive solutions to protect and grow their wealth.