David Wilkes

David Wilkes Email and Phone Number

Principal @ Hamilton Place Analytics LLC
Rochester, NY, US
David Wilkes's Location
Rochester, New York Metropolitan Area, United States, United States
David Wilkes's Contact Details

David Wilkes personal email

About David Wilkes

David Wilkes is a Principal at Hamilton Place Analytics LLC, a Rochester, New York based quantitative research firm pursuing sector-diversified long-only and long/short equity strategies. David started his career in 2011 at the Swiss banking firm UBS Group AG (“UBS”) where he served as an Analyst at UBS Investment Bank in New York City. After completing his Analyst program at the end of 2013, David served in principal investor roles at Ventas, Inc. (NYSE: VTR), a publicly traded healthcare real estate investment trust and S&P500 constituent, and NorthStar Asset Management Group Inc., a global real estate investment manager. David rejoined UBS in 2018 where he served as an Executive Director within the firm’s Investment Banking (2018-2021) and Asset Management (2022) divisions. David is a graduate of The Ohio State University where he majored in Finance and Economics.

David Wilkes's Current Company Details
Hamilton Place Analytics LLC

Hamilton Place Analytics Llc

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Principal
Rochester, NY, US
Website:
hpa-research.com
Employees:
1
David Wilkes Work Experience Details
  • Hamilton Place Analytics Llc
    Principal
    Hamilton Place Analytics Llc
    Rochester, Ny, Us
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  • Village Of Pittsford
    Board Member, Planning & Zoning Board Of Appeals (Pzba)
    Village Of Pittsford Oct 2023 - Present
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  • Hamilton Place Analytics Llc
    Principal
    Hamilton Place Analytics Llc Feb 2023 - Present
    Principal at Hamilton Place Analytics LLC, a Rochester, New York based quantitative research firm pursuing sector-diversified long-only and long/short equity strategies.
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  • Ubs
    Executive Director
    Ubs Mar 2021 - Dec 2022
    Zurich, Ch
    UBS Securities LLC; UBS Asset Management (Americas), Inc.
    View
  • Ubs
    Director
    Ubs Mar 2018 - Mar 2021
    Zurich, Ch
    Director at UBS Investment Bank in the firm's Global Banking division. Member of the Real Estate, Lodging and Leisure coverage group. Advise institutional investors, financial sponsors, and real estate investment trust (“REIT”) clients in real estate acquisitions, dispositions, and financing engagements
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  • Colony Capital, Inc.
    Associate Vice President
    Colony Capital, Inc. Sep 2015 - Mar 2018
    Los Angeles, Ca, Us
    Joined as a Senior Associate at NorthStar Asset Management Group Inc. ("NSAM") focused on direct investments in the healthcare real estate sector; reported to NSAM's Co-Head of Investments in the firm's New York office. Subsequently joined Colony Capital, Inc. ("Colony") (NYSE: CLNY) in January 2017 after the completion of the merger of Colony, NSAM and NorthStar Realty Finance Corp. ("NRF").
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  • Ventas, Inc.
    Senior Financial Analyst, Acquisitions
    Ventas, Inc. Dec 2013 - Jul 2015
    Chicago, Il, Us
    Senior Financial Analyst at Ventas, Inc. ("Ventas") (NYSE: VTR) in the Acquisitions group, focused on valuation analysis and underwriting of domestic and international healthcare real estate investment opportunities. Initially joined Ventas in the Capital Markets & Investor Relations group, focused on capital raising activities and investment banking relationship management, investor outreach and communication, as well as maintaining the Company's internal corporate financial model used in acquisition, disposition, and public financial guidance setting processes.
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  • Ubs
    Investment Banking Analyst
    Ubs Jul 2011 - Dec 2013
    Zurich, Ch
    Analyst in the Global Healthcare Group at UBS Investment Bank in New York City.
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  • Ubs
    Investment Banking Summer Analyst
    Ubs Jun 2010 - Aug 2010
    Zurich, Ch
    Summer Analyst in the Global Healthcare Group at UBS Investment Bank in New York City. Received full-time offer at the end of the internship to return to the firm the following year.
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  • Pricewaterhousecoopers
    Ifs Intern (Talent Development Program)
    Pricewaterhousecoopers Jun 2009 - Aug 2009
    Gb
    Worked with senior management on audit engagements for local public and private PwC clients. One of four university students selected to serve in this position in the firm's OKI Region (Ohio, Kentucky, Indiana).
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  • Lincoln Financial Group
    Wealth Management Intern
    Lincoln Financial Group Sep 2008 - Mar 2009
    Radnor, Pa, Us
    Helped to analyze potential portfolio risk mitigation and hedging strategies for wealth management clients during the turbulent market conditions of 2008 - 2009.
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David Wilkes Education Details

  • The Ohio State University Fisher College Of Business
    The Ohio State University Fisher College Of Business
    Finance; Economics

Frequently Asked Questions about David Wilkes

What company does David Wilkes work for?

David Wilkes works for Hamilton Place Analytics Llc

What is David Wilkes's role at the current company?

David Wilkes's current role is Principal.

What is David Wilkes's email address?

David Wilkes's email address is da****@****eit.com

What is David Wilkes's direct phone number?

David Wilkes's direct phone number is +191463*****

What schools did David Wilkes attend?

David Wilkes attended The Ohio State University Fisher College Of Business.

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