Profil
Mr. David S.
Sivel is a Principal & Chief Executive Officer at Collective Family Office LLC.
He has over 27 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, Mr. Sivel 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 |
|---|---|---|
Collective Family Office LLC
Collective Family Office LLC Investment ManagersFinance CFO customizes investment policy guidelines for each client. The firm employs disciplined asset allocation and objective driven and cash-flow based portfolio modeling. | Directeur Général | 01/05/2019 |
Formation de David Scott Sivel
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
The Ohio University
The Ohio University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Collective Family Office LLC
Collective Family Office LLC Investment ManagersFinance CFO customizes investment policy guidelines for each client. The firm employs disciplined asset allocation and objective driven and cash-flow based portfolio modeling. | Finance |
















