David P. Wiener is a Senior Vice President and Regional Director for Capital Group Private Client Services. David leads a team of Private Wealth Advisors in San Francisco and Silicon Valley meeting the planning and investment needs of a select group of wealthy individuals, trusts and foundations throughout the Northwest. Prior to joining Capital in 2020, David was an equity partner and head of new business development at Dynasty Financial Partners, a fintech consulting firm.
Before that, David held the post of Regional Director at UBS, with responsibility for the Northwest and Southwest regions of the country. He was also a successful wealth manager for a dozen years with Merrill Lynch in Dallas. David earned a dual degree in finance and management from Texas A&M University. He sits in our San Francisco office.