David joined EquityZen as an Investment Associate in August, 2022. He began his career as a Financial Analyst in the UBS Graduate Talent Program within UBS Global Wealth Management. Following his time at UBS, David spent a year working as a Business Development Manager at BlueVine Capital. He holds a B.S. in Finance and Marketing from Lehigh University College of Business. 

 

Outside of work, David enjoys golfing, traveling, playing basketball, and attending live music/sporting events. 

 

David holds his SIE, Series 7, and Series 66 FINRA Licenses.