UBS strengthens Israel Private Banking out of New York

The team at Delta Executive Search sends their warmest congratulations to David Weinstock and wishes him all the best in his latest appointment at UBS as a Financial Advisor, First Vice President, on the New York International Wealth Management desk

David joins UBS Wealth Management’s New York International desk as a Financial Advisor and First Vice President to augment the institution’s foothold in the Israeli market and strengthen the desk’s client connectivity with founders and US-based Israeli diaspora. He brings over 16 years of Investment Banking and Legal experience within the US and Israel, with a strong track record of representing tier 1 bulge bracket firms as a Senior Officer

David Weinstock was previously a Director at Guggenheim Partners (2021-2023), where he was Head of Israel Investment Banking coverage out of New York, advising local and international founders and executives, lending him direct access to an Israeli nexus of ultra-high net worth clients, both offshore and onshore

Prior to joining Guggenheim Partners, he served as an Executive Director at JP Morgan out of Tel Aviv (2015-2021), where he was a Senior Country deal team member advising cross-sector clients across products

David first relocated to New York in 2012 to join Citi’s Investment Banking arm, joining as an Associate on the Real Estate & Lodging team, completing M&A and Capital Markets transactions in excess of USD 7.5bn over a 3-year period. He was previously an Associate at both Elieser Kaplan Law Offices and Steinmetz, Haring, Gurman & Co. based in Tel Aviv, being staffed on M&A and capital markets deals for high profile international clients in various industries

David holds an MBA in Finance, Real Estate and General Management from New York University and a Bachelor of Law (LLB) from the Hebrew University of Jerusalem

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