David T Leibell

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2013 → Present
  Ubs
  Weehawken, NJ

Other Businesses

1) Godina Estate Tax Sheltered Trust and Marital Trust / 30 Milbank Avenue Greenwich,Connecticut 06830 / Trust/ Other Trusts / Trusts / Trustee / / Trustee of trusts for surviving spouse / Start Date 4/22/16 / 2) The Carl and Dorothy Bennet Foundation / One Milbank Avenue Greenwich,CT 06830 / Foundation/ Charities, Cultural, Educational & Political Organisations / Making grants to public charities / Member of Board of Directors / / one meeting a year to ratify grants made by family. / Start Date 06/11/2014 / 3) Godina Estate Tax Sheltered Trust and Marital Trust/Estate of Elaine Godina / 30 Milbank Avenue Greenwich, CT 06830 / I am named trustee of the above trusts as well as Executor of the Will and Trustee of the Revocable Trust of Elaine Godina who died on 6/13/2019 at the age of 91./ Trustee of trusts for surviving spouse (Elaine Godina) as well as executor and trustee of the Revocable Trust of Elaine Godina. / Start Date 4/22/2016 4) NAME OF OTHER BUSINESS: Bruce Kenneth Bennett Trust under agreement dated July 16, 2015 / INVESTMENT RELATED?: No / ADDRESS: c/o Devanny CPA, 16 Mt Ebo Road S Suite 14A, Brewster, NY / NATURE OF THE BUSINESS: self-settled irrevocable trust for the benefit of Bruce Bennett / POSITION: Trustee / DUTIES: Help administer the trust and distribute trust assets to or for the benefit of the beneficiary/ START DATE: 1-31-2022 / HOURS DEVOTED TO BUSINESS: NA 5) Will of A.V. United States, Madison, New Haven County CT United States, Will of A.V., co-Executor of the Will of A.V., I have been named co-executor and a beneficiary of the Will of A.V. who died on July 29, 2023, Executor, Administer the estate and ultimately distribute the assets to the beneficiaries when the estate is closed, Start Date-8/31/2023. 6) Trusts and Estates MagazineTrade Journal, New York NY USA10036, Chair of the Family Business Advisory Committee, write one or two articles a year, start date-3/2/2011. 7) 2015 Trust for R.B.K., Irrevocable Trust for the benefit of R.B.K to be funded with assets from the estate of her father,C.B., Help administer the trust and distribute trust assets to the beneficiaries. I will have no responsibility for trust investments, start date-9/28/2023, New YorkUnited States10509. 8)Irrevocable Trust for B.K.B., Irrevocable Trust for the benefit of R.B.K. to be funded with assets from the estate of her father, C.B., Help administer the trust and distribute trust assets to the beneficiaries, I will have no responsibility for trust investments, start date-9/28/2023, New York United States-10509. Trust for M.M.B., Irrevocable Trust for the benefit of R.B.K. to be funded with assets from the estate of her father, C.B., Help administer the trust and distribute trust assets to the beneficiaries. I will have no responsibility for trust investments, start date-9/28/2023, New YorkUnited States-10509. Consortium of Endowed Episcopal Parishes, Educational, Give a speech on the law of endowments, start date-2/21/2018, TexasUnited States-78701.

Exams

• S66 Uniform Combined State Law Examination
  2014-03-17

Other Names

• David Thayne Leibell