David Scott Sivel
Directeur Général chez Collective Family Office LLC
Profil
Mr. David S.
Sivel is a Principal & Chief Executive Officer at Collective Family Office LLC.
He has over 25 years of investment experience.
During his time as Senior Director Central PA and Baltimore for BNY Mellon and as Managing Director of Wealth and Institutional Services for Wilmington Trust, he championed the value of relationships and diversity of thought that a team can provide.
Enhancing the delivery of comprehensive wealth management through a collective platform, leverages the resources of all clients to provide more value to each.
Mr. Sivel is a graduate of Ohio University and American College for Financial Planning.
He is a Certified Financial Planner, member of the Estate Planning Association, EPC of York and Lancaster and an investment committee member of the York Community Foundation.
Postes actifs de David Scott Sivel
Sociétés | Poste | Début |
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Collective Family Office LLC
Collective Family Office LLC Investment ManagersFinance Collective Family Office LLC (CFO) is an independent, SEC-registered investment advisor and wealth management firm headquartered in York, Pennsylvania. CFO offers investment advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, or other business entities. | Directeur Général | 01/05/2019 |
Formation de David Scott Sivel
The Ohio University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 1 |
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Collective Family Office LLC
Collective Family Office LLC Investment ManagersFinance Collective Family Office LLC (CFO) is an independent, SEC-registered investment advisor and wealth management firm headquartered in York, Pennsylvania. CFO offers investment advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, or other business entities. | Finance |