Financial Advisor & Ceo
Current
David Lurch
Oct 2024 - Present
AeroLeads people directory · profile
David A. Lurch Email & Phone Number
Independent Financial Services Professional Providing institutional level service to retail investors and businesses.
at
David Lurch
1 work email found
@ubs.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
David Lurch
Role
Independent Financial Services Professional Providing institutional level service to retail investors and businesses.
Location
Miami, Florida, United States
Who is David A. Lurch? Overview
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Quick answer
David A. Lurch is listed as Independent Financial Services Professional Providing institutional level service to retail investors and businesses. at David Lurch, based in Miami, Florida, United States. AeroLeads shows a work email signal at ubs.com and a matched LinkedIn profile for David A. Lurch.
David A. Lurch previously worked as Financial Advisor & CEO at David Lurch and Financial Advisor at Ubs. David A. Lurch holds Bachelor Of Business Administration - Bba, Economics from Ivey Business School At Western University.
Company email context
Email format at David Lurch
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{first_initial}{last}@ubs.com
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AeroLeads found 1 current-domain work email signal for David A. Lurch. Compare company email patterns before reaching out.
Profile bio
About David A. Lurch
My Investment Advisory practice provides institutional level Investment Management to retail Investors. We employ the strategies to protect your downside typically only available to Institutional Investors. Do you know what your maximum downside is?My M&A team provides boutique Investment Banking and Liability placement services to Businesses in the US and Caribbean with Revenues between USD $2MM-$100MM. Small businesses can benefit from our connections and creative approach to capital raising, debt sourcing, and exit planning. We bridge the gap between Sophisticated Investors and Small Business Owners. Are you looking for a private loan, do you have an exit strategy?
Listed skills include Portfolio Management, Banking, Investments, Asset Management, and 12 others.
Current workplace
David A. Lurch's current company
Company context helps verify the profile and gives searchers a useful next step.
David Lurch
5 roles
David A. Lurch work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Jun 2015 - Oct 2024
Oct 2012 - Jun 2015
Sep 2010 - Oct 2012
Financial Advisor & Ceo
Optionsbanc
Founded, built and managed 107 Producers providing Liability and Investment Management.
Mar 2002 - Sep 2010
3 education records
David A. Lurch education
Bachelor Of Business Administration - Bba, Economics
Ivey Business School At Western University
Ms - Finance, Finance And Financial Management Services
The American College Of Financial Services
Bachelor Of Business Administration - Bba, Business Administration And Management, General
Western University
FAQ
Frequently asked questions about David A. Lurch
Quick answers generated from the profile data available on this page.
What company does David A. Lurch work for?
David A. Lurch works for David Lurch.
What is David A. Lurch's role at David Lurch?
David A. Lurch is listed as Independent Financial Services Professional Providing institutional level service to retail investors and businesses. at David Lurch.
What is David A. Lurch's email address?
AeroLeads has found 1 work email signal at @ubs.com for David A. Lurch at David Lurch.
Where is David A. Lurch based?
David A. Lurch is based in Miami, Florida, United States while working with David Lurch.
What companies has David A. Lurch worked for?
David A. Lurch has worked for David Lurch, Ubs, Merrill Lynch, Morgan Stanley, and Optionsbanc.
How can I contact David A. Lurch?
You can use AeroLeads to view verified contact signals for David A. Lurch at David Lurch, including work email, phone, and LinkedIn data when available.
What schools did David A. Lurch attend?
David A. Lurch holds Bachelor Of Business Administration - Bba, Economics from Ivey Business School At Western University.
What skills is David A. Lurch known for?
David A. Lurch is listed with skills including Portfolio Management, Banking, Investments, Asset Management, Mortgage Lending, Negotiation, Tailored Lending, and Finance.
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