David Singer

About David Singer

I am a Private Wealth Advisor and partner with The Evelo|Singer|Sullivan|Bruegge Group, a nationally recognized wealth management team that works with affluent and ultra-affluent families throughout the United States. We combine the attention and professional focus of a boutique operation with the intellectual capital and vast capabilities of Merrill Private Wealth Management.We develop customized strategies designed to help manage risk in the present, address personal goals throughout life, and preserve wealth for future generations. Many clients have worked with us for decades because we understand the nuanced requirements and the inherent complexity that exceptional wealth can involve.Our team of twenty eight professionals offers deep experience, an extensive range of strategies, and a dedicated service ethic to advance clients\' financial goals. I am actively involved in the Cincinnati community and currently serving as the immediate past chairman of the Boys & Girls Clubs of Greater Cincinnati. I also enjoy running, boating, golfing and spending time with my family.

Experience

1. Private Wealth Advisor, Managing Director

   Merrill Lynch

   Jul 2002 — Present

   As a Private Wealth Advisor and Managing Director, I lead a group of 28, professionals who manage and consult on a full range of services to move our clients toward their long-term financial objectives. Our relationships with our select group of clients and their families lay at the heart of our business. Clients can depend on a goals- and strategy-based model, designed to ensure their family objectives are met.*CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.

Education

• DePauw University

  Bachelor's Degree

  1987 — 1991

• Xavier University

  Master's Degree

  1995 — 1997