David Scott Sivel

David Scott Sivel

Amministratore Delegato presso Collective Family Office LLC

Consumer Services
Finance

Profilo

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.

Posizioni attive di David Scott Sivel

SocietàPosizioneInizio
Amministratore Delegato 01/05/2019
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Formazione di David Scott Sivel

The Ohio University Undergraduate Degree

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