David Ogman is a Financial Advisor with Fortuna Wealth | Raymond James. He applies his 20 plus years of wealth management experience to provide his high-net-worth clients with customized, holistic wealth planning geared towards their specific goals, needs, and objectives.
Prior to Raymond James, David was a Senior Vice President at Citi Private Bank, focused on high-net-worth clients, family offices, business owners, corporate executives, and institutional investors. David brings a wealth of financial experience to this role. His focus on high-net-worth clients included his position as Private Wealth Relationship Manager at Merrill Private Wealth Management. David previously worked with high-net-worth families at UBS and Morgan Stanley advising them on all aspects of their multi-generational wealth.
David gained valuable experience in private equity at HIG Capital in Miami, a leading global, multi-billion-dollar, alternative asset manager, and as an Equity Analyst at NMF Capital Management.
David earned a Bachelor's degree in Business Administration from the University of Florida, and a Master’s in Business Administration (MBA) from Nova South Eastern University. He is active in his community, volunteering at the Jewish Community Center, Holocaust Museum, and Anti-Defamation League. He also leads the Alpha Epsilon Pi fraternity alumni group in South Florida.
David and his wife Stacey, a State Attorney, live in Boca Raton with their two children, Kira and Jordan. David founded the Jordan Avi Ogman Foundation to help cure his son Jordan's TECPR2, a rare, fatal, Jewish genetic brain disease. When not in the office or the community, David enjoys playing sports with his kids.
*Raymond James is not affiliated with the above organizations.
AAMS® and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.
Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.