David Carris is a Financial Advisor at UBS in Burlington, Vermont where he provides comprehensive wealth management for innovators and change-makers, their families, growing businesses, and the causes and nonprofits they are passionate about. His clients are entrepreneurs, teachers, professionals, retirees, philanthropists, physicians, and community leaders. Whether managing a large family-owned manufacturing business, starting a self-help cooperative in Rwanda, or creating a family and community philanthropic legacy, their success was driven by deeply-held values that equally and effectively guide their investments.
David joined UBS in 2012 to build a practice focused on sustainable investment, drawing from the firm’s long-standing leadership in the field, both in Europe and in the US, as well as its substantial global resources. His 22 years of experience as a Financial Advisor include work at Merrill Lynch and Morgan Stanley, where he served as Branch Manager, and were preceded by thirteen years in economic development, community planning, and historic preservation.