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
- Founder, CEO @ (May 2019 - Present)
- Team Leader - Market Manager, Central PA and MD @ (March 2015 - May 2019)
- Managing Director, Wealth and Institutional Services @ (January 2008 - March 2015)
- CIO President @ SAM (April 2000 - November 2008)
- VP Investment Advisor FC @ (June 1998 - April 2000)
David S. Sivel Education
- The American College of Financial Services
Financial Planning (Finance and Financial Management Services)
2010-2011 - Ohio University
BA Business (Management Information Systems, General)
1985-1989
David S. Sivel Skills
- Board of Directors
- Business Development
- Certified Financial Planner
- Complex Family wealth transfer issues
- Estate Planning
- Executive Management
- Finance
- Financial Advisory
- Financial Analysis
- Investment Advisory
- Investment Management
- Investments
- Leadership
- Retirement Planning
- Risk Management
- Strategy
- Wealth Management Services
- Wealth Preservation Planning
- Wealth Strategy
- Portfolio Management
- Wealth Management
- Financial Planning
- Fiduciary Services
- Wealth
- Small Business
- Tax
- Employee Benefits
- Management
- Trust Based Insurance
- Pac Team Building
- Deal Structure
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 of Financial Services. With a robust skill set that includes Board of Directors, Business Development, Certified Financial Planner, Complex Family wealth transfer issues, Estate Planning and more. David S. Sivel has 4 emails and 1 mobile phone numbers on RocketReach.
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David S. Sivel
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