David S. Sivel Email & Phone Number
Founder, CEO @ Collective Family Office
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David S. Sivel Location
- York, PA, US
David S. Sivel Work
- 2019 -now Founder, CEO @
- 2015 -2019 Team Leader - Market Manager, Central PA and MD @
- 2008 -2015 Managing Director, Wealth and Institutional Services @
- 2000 -2008 CIO President @ SAM
- 1998 -2000 VP Investment Advisor FC @
- 1993 -1998 Financial Consultant @ Merrrill Lynch
David S. Sivel Education
- The American College
Financial Planning (Finance and Financial Management Services)
2010-2011 - Ohio University
BA Business (Management Information Systems, General)
1985-1989
David S. Sivel Skills
- Portfolio Management
- Wealth Management
- Investments
- Financial Planning
- Investment Advisory
- Fiduciary Services
- Wealth
- Risk Management
- Small Business
- Finance
- Tax
- Employee Benefits
- Retirement Planning
- Financial Advisory
- Management
- Wealth Management Services
- Estate Planning
- Wealth Strategy
- Complex Family Wealth Transfer Issues
- Trust Based Insurance
- Pac Team Building
- Deal Structure
- Financial Analysis
- Investment Management
David S. Sivel Summary
- David S. Sivel, based in York, PA, US, is currently a Founder, CEO at Collective Family Office. David S. Sivel brings experience from previous roles at BNY Mellon Wealth Management, Wilmington Trust, SAM and Morgan Stanley. David S. Sivel holds a 2010 - 2011 Financial Planning in Finance and Financial Management Services @ The American College. With a robust skill set that includes Portfolio Management, Wealth Management, Investments, Financial Planning, Investment Advisory and more. David S. Sivel has 4 emails and 1 mobile phone numbers on RocketReach.
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