Experience

Since 2012, Justin has held roles in field leadership at UBS. In 2023, he was named the Market Director for the Wayzata, Saint Paul, Saint Cloud, and Alexandria, MN offices as well as the  Fargo, ND office. 

Prior to 2012, Justin held various roles at UBS and predecessor firms -- ranging from leading home office sales support teams, leading technology and practice management training teams, and serving as regional business analyst. With this wide range of experience over his 25-plus year career, Justin is able to listen to advisors and their teams as they share the vision for their practices. Equally as important, he connects teams to the right people from around the firm in order to bring the best of UBS to clients and advisor practices.

Justin earned his B.S. degree in Mathematics and Economics from North Dakota State University in Fargo, ND. He lives in Minneapolis with his wife, Stephanie, and two sons. Outside of work, you can find Justin knocking out miles running the trails of the Minneapolis/Saint Paul area, watching high school baseball, or traveling with his family.

David joined UBS in September 2024 as an Administrative Manager for the Minneapolis area and Fargo branches. Prior to joining UBS, he was with Merrill Lynch for 27 years. There he served in various capacities including Market Client Relationship Manager, Business Manager, Administrative Manager and Performance Manager in Wealth Management Banking. He holds the Series 7, 63, 65, 9, 10 and 31 securities licenses.

David is a native of Dublin, Ireland and he resides in Saint Paul, MN and is married to a Minnesotan and has two sons that are both attending college. He is an active outdoors person and enjoys traveling in his spare time.