The David Yvars Group - Investment Strategy, Wealth Management, Financial Advice - About Us - About David J. Yvars

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About David J. Yvars

David J. Yvars
Chief Executive Officer
Senior Portfolio Manager

David, after earning a finance degree from the University of Tampa, entered the financial services field in 1981 as a financial advisor for Shearson Loeb Rhodes, one of the predecessor firms of Smith Barney. He spent his first 20 years in the industry with Shearson Loeb Rhodes/Smith Barney, and from 1997 through 2000, was a member of Smith Barney’s Director’s Council – one of the firm’s highest honors. In 2000, he further distinguished himself as one of the company’s top senior portfolio managers nationally by earning the title of Senior Portfolio Management Director, a designation achieved by less than 1% of Smith Barney’s financial consultants.

In 2001, David and his group joined UBS Financial Services, where he maintained the designation of Senior Portfolio Manager. While at UBS, 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. The proprietary valuation system helped propel the David J. Yvars Group into the UBS Financial Services Portfolio Management Program’s national top 10.

In 2004, David formed the David J. Yvars Group, an SEC-registered investment advisory firm based in Valhalla, New York. The firm offers a full range of financial, portfolio and wealth management services and places great emphasis on giving unbiased, independent, objective advice. David is currently CEO, Chief Financial Officer and Senior Portfolio Manager and is principally responsible for the management of all securities portfolios for the firm.

David lives in Croton-on-Hudson, NY. He is an active volunteer with many community and school organizations in the New York metropolitan area. David's son, David, Jr. is also a member of The David J. Yvars Group, Inc.

It is agreed that at least 48 hours prior to signing any investment advisory agreements to participate in any product or service mentioned in this site, The David J. Yvars Group, Inc. Form ADV Part II and Schedule F will be reviewed.

This site is published for residents of the United States only. Yvars Group, Inc. financial advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site.

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