David S. Sivel, CFP®

Founder, CEO at Collective Family Office
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Contact Information
us****@****om
(386) 825-5501
Location
York, Pennsylvania, United States, US
Skills

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Bio

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Credentials

  • RIADAC Certificate in Blockchain and Digital Assets®
    RIA Digital Assets Council
    May, 2021
    - Oct, 2024
  • Certified Plan Fiduciary Advisor
    American Retirement Association
    Jul, 2020
    - Oct, 2024
  • CERTIFIED FINANCIAL PLANNER™ Professional
    CFP Board
    Jul, 2011
    - Oct, 2024
  • Certified Financial Planner (CFP)
    CFP Board
    May, 2011
    - Oct, 2024
  • PA Insurance Life, Health, Disability and LTC
    PA
    Dec, 2008
    - Oct, 2024

Experience

  • Collective Family Office
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Founder, CEO
      • May 2019 - Present

      5 Pillars of Collective Family Office: -Thoughtful Fiduciary -Communication -Collaboration -Educate to simplify the complex -Perpetuate Family Values For more than 28 years, David has passionately collaborated with successful families and their professional advisers helping them evaluate comprehensive wealth management and Estate planning solutions. During his time as the Senior Director Central PA and Baltimore for BNY Mellon and as Managing Director of Wealth and Institutional Services for Wilmington Trust, he learned the value of relationships and diversity of thought a Team can provide. Enhancing the delivery of comprehensive wealth management through a "Collective" process, leverages the resources of all clients’ to provide more confidence to each. Proven, passionate, committed to clients, family and community. Show less

  • BNY Mellon Wealth Management
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Director - Central PA & MD
      • Mar 2015 - May 2019

      I led a Team of highly skilled professionals, to deliver, a disciplined assessment of clients' unique financial needs and create tailored solutions to maximize balance sheet efficiency and legacy value. Our capabilities include: • Investment Management • Wealth and Estate Planning • Private Banking • Asset Servicing and Information Management I led a Team of highly skilled professionals, to deliver, a disciplined assessment of clients' unique financial needs and create tailored solutions to maximize balance sheet efficiency and legacy value. Our capabilities include: • Investment Management • Wealth and Estate Planning • Private Banking • Asset Servicing and Information Management

  • Wilmington Trust
    • United States
    • Financial Services
    • 700 & Above Employee
    • Managing Director, Wealth and Institutional Services
      • Jan 2008 - Mar 2015

      I led a team based Wealth Advisory group that provides estate, fiduciary and financial expertise to affluent families and business owners. I led a team based Wealth Advisory group that provides estate, fiduciary and financial expertise to affluent families and business owners.

  • SAM
    • France
    • Insurance
    • 1 - 100 Employee
    • CIO President
      • Apr 2000 - Nov 2008

      Private advisory firm assisting individual investors with their portfolio modeling. Private advisory firm assisting individual investors with their portfolio modeling.

  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • VP Investment Advisor FC
      • Jun 1998 - Apr 2000
  • Merrrill Lynch
    • Cayman Islands
    • Real Estate
    • 1 - 100 Employee
    • Financial Consultant
      • Dec 1993 - Aug 1998

Education

  • The American College
    Financial Planning, Finance and Financial Management Services
    2010 - 2011
  • Ohio University
    BA Business, Management Information Systems, General
    1985 - 1989

Community

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