David Wiener Email & Phone Number

As the Northwest Regional Director leading our San Francisco and Silicon Valley offices, I match clients with Private Wealth Advisors who help them make financial decisions with confidence. Whether they’re venture capitalists, company founders or charitable foundations, all our clients have sophisticated needs that our advisors have deep experience in addressing.Our Private Wealth Advisors, and the team of specialists who assist them, have decades of experience assisting clients with stock options, trust needs, charitable and special needs planning, and concentrated stock positions. Clients appreciate our perspective. Prior to joining the firm, I was an investor and partner at Dynasty Financial Partners, a fintech consulting firm, where I led the business development team. Before that, I served as the Northwest Regional Director for UBS, leading a team of 1,200 professionals across nine states. I began my career as a wealth manager with Merrill Lynch in Dallas after earning a dual degree in finance and management from Texas A&M University. I am based in our San Francisco office. Please contact me at david.wiener@capgroup.com. You can learn more about me and read important disclosures at https://www.capitalgroup.com/pcs/contact-us/david-wiener.html.Capital Group Private Client Services is a privately owned wealth management firm committed to delivering premium, personalized service and superior long-term investment results to a select group of wealthy individuals, trusts and foundations. We are backed by the global resources of Capital Group — one of the world’s oldest and largest asset management firms, with nearly 8,000 associates in offices around the world. Learn more about Capital Group Private Client Services at www.capitalgroup.com/pcs.

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  Texas A&M University

  Finance And Management - Double Major