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David James Yvars
Chief Executive Officer at The David J. Yvars Group, Inc.
Profile
Mr. David J.
Yvars, Sr., is a Senior Portfolio Manager & Chief Executive Officer at The David J.
Yvars Group, Inc. He founded the firm in 2004 and is principally responsible for the management of all securities portfolios for the firm and its clients.
Mr. Yvars entered the financial services field in 1981.
He began his career as Financial Advisor for Shearson Loeb Rhodes, one of the predecessor firms of Morgan Stanley/Smith Barney.
For the next two decades, he worked in the industry with Shearson Loeb Rhodes/Smith Barney and, from 1997 through 2000, became a member of Smith Barney's Director's Council.
This is one of the highest honors that Smith Barney had to offer to its Financial Advisors.
During his tenure with Smith Barney, Mr. David Yvars also went on to earn the additional designation of Fiduciary Portfolio Manager - one only made available to a handful of Smith Barney financial consultants as a result of his expertise and experience in handling the Portfolio Management for Estate Administrations, Trusts, Guardianships, Receiverships and similar important fiduciary matters.
In 2001, he and his group joined UBS Financial Services, where he maintained the designation of Senior Portfolio Manager.
During this time, he assembled and led a team of computer programmers from the University of Virginia and the University of Pennsylvania's Wharton School of Business to develop a quantitative portfolio management valuation modeling system that helped structure and manage optimally allocated portfolios for a wide array of clients.
He earned his Finance degree from the University of Tampa in Tampa, Florida.
David James Yvars active positions
Companies | Position | Start |
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The David J. Yvars Group, Inc.
![]() The David J. Yvars Group, Inc. Investment ManagersFinance The David J. Yvars Group, Inc. (DJY) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Valhalla, New York. The firm was founded in 2004 by David J. Yvars, Sr. DJY provides investment advisory services as well as financial planning services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates and corporations. | Chief Executive Officer | 31/12/2003 |
Former positions of David James Yvars
Companies | Position | End |
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UBS Financial Services, Inc.
![]() UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Portfolio Manager-Equities | 31/12/2003 |
Training of David James Yvars
The University of Tampa, Inc. | Undergraduate Degree |
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Private companies | 2 |
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UBS Financial Services, Inc.
![]() UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
The David J. Yvars Group, Inc.
![]() The David J. Yvars Group, Inc. Investment ManagersFinance The David J. Yvars Group, Inc. (DJY) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Valhalla, New York. The firm was founded in 2004 by David J. Yvars, Sr. DJY provides investment advisory services as well as financial planning services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates and corporations. | Finance |
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