David Fasi of UBS is a member of XPX Hartford

David J Fasi

Vice President - Wealth Management

UBS

Hartford, Connecticut

Professional Profile

Call Me When

Call Me When... To discuss how we can work together to provide better outcomes and experiences for our clients, helping them manage complexity and align their personal, business and financial objectives.

Contact Method

(860) 275-8006

Profession

  • Banker
  • Insurance
  • Wealth Planner
  • Professional Certifications

    CFPu00ae, CEPAu00ae

    Functional Expertise

  • Charitable giving
  • ESOPs
  • Family business
  • Investments
  • Lending
  • Retirement
  • Risk management
  • Strategic planning
  • Exit/Transition Planning
  • Business Focus

    Holistic planning and advsiory services for families and closely-held businesses

    Transition Planning Certification

    Value Acceleration Methodologyu2122

    Client Industries

  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Energy/Utilities
  • Health/Pharma/Biotech
  • Manufacturing
  • Real Estate/Construction
  • Retail
  • Telecommunications
  • Wholesale/Distribution
  • Client Results

    Membership

    Connecticut - Hartford

    Member Since

    Sponsorship Type

    Chapter Leadership Role

    Programming Chair

    Why I'm a Member of XPX

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