Leibell joins UBS as senior wealth strategist

|

David Leibell has joined UBS where he will serve as the senior wealth strategist dividing his time between Stamford and New York City. He will focus on comprehensive strategies to assist UBS clients with their complex financial needs such as preservation, transfer and management of wealth, and serve as an internal resource for UBS clients on all issues related to tax, estate planning, philanthropy and wealth planning.
Leibell joins UBS from Wiggin and Dana where he was a partner in the Private Client Services Department focused on representing wealthy individuals and families, along with business succession and charitable planning. Prior to Wiggin and Dana, he was a partner in the Private Clients Group at Cummings & Lockwood.
An Easton resident, Leibell has authored more than 100 articles on charitable, estate and tax planning and given several hundred lectures and webinars to lawyer and nonlawyer audiences throughout the United States.
He is chairman of the Family Business Committee for Trusts and Estates Magazine and is listed in The Best Lawyers in America for two practice areas— Trusts and Estates and Charities/Non Profits.
Leibell earned his bachelor’s degree from Trinity College and his law degree from from Fordham Law School, as well as a master of laws degree in taxation from New York University.
He is on the advisory board of the Central Park Conservancy and a former member of the Estates and Gifts Committee of the New York City Bar.

Categories: General

Comments are closed.