David Beniaminov
Executive Director | Portfolio Strategist, Portfolio Advisory Group @ UBS
- Role
- Executive Director, Portfolio Strategist at UBS
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About David Beniaminov
Currently, I am a Portfolio Strategist on the Model Portfolio Solutions team at Global X ETFs, a leading provider of thematic, income, and international exchange-traded funds. In this role, I apply my investment management, financial analysis, and advisory skills to create and communicate differentiated and impactful Model Portfolio and ETF strategies for various clients and markets. Prior, I was a Wealth Strategy Associate at UBS Global Wealth Management. My career spans about 12 years across Asset Management, Wealth Management, and Banking. As a CFA Charterholder, I have a strong foundation in the principles and practices of portfolio management, asset allocation, risk management, and ethical standards. I am passionate about exploring the global trends and opportunities that shape the investment landscape, and I enjoy collaborating with diverse and talented teams to deliver value and impact to clients. I speak fluent Russian, I have a keen interest in International Relations and Affairs, which I studied as part of my BA in International Studies from UC San Diego, I currently am learning python to better my financial analysis.
Experience
Executive Director, Portfolio Strategist
Sep 2025 — Present · Century City, CA, US
Education
UC San Diego
Revelle College Bachelor of Arts (BA), International Studies Focused in Economics & Political Science
2009 — 2013
Sherman Oaks Center For Enriched Studies
High School Diploma
2005 — 2009
University of Westminster
Bachelor of Arts (B.A.), International Relations and Affairs
2011 — 2011
Skills
- Photoshop
- Fundraising
- Social Media
- Data Entry
- Financial Analysis
- Marketing
- Microsoft Word
- Social Media Marketing
- Management
- Powerpoint
- Microsoft Excel
- Nonprofits
- Teamwork
- Banking
- Credit
- Research
- Customer Service
- Leadership
- Public Speaking
- Data Analysis
- Microsoft Office
- Sales
- Financial Services
- Event Management
- Event Planning
- Outlook
- Finance
- Investments
- Market Research
- Financial Planning
- Public Relations
- Social Networking
- Time Management
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