KBIS 2020

David Murphy
Senior Vice President
UBS Wealth Management


Based in New York City and with more than 25 years of industry experience, David focuses on helping high net worth investors, small business owners and Non Profit organizations pursue their financial goals through personalized wealth management planning and assisting with retirement plans. For Non Profit organizations, David designs, implements and provides ongoing review of their investments. Prior to UBS Financial Services Inc., David spent 17 years as a Senior Vice President and a Director's Council member with Legg Mason, as well as a Senior Accountant with Coopers and Lybrand for 3 years. David graduated with honors from Boston College where he received a B.S. in Accounting. He also earned an M.B.A. with a concentration in Finance from NYU Stern School of Business. David was awarded the CPA professional designation in 1983. A member of the American Society of Association Executives (ASAE) and the New York Society of Association Executives (NYSAE), David received the Outstanding Associate Member award from NYSAE in 1999 and the Distinguished Service Award in 2008 for his service to Non Profit organizations. In 2010, David received the Westchester Magazine 5-Star Wealth Advisor Award.

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