David L. Zoll

Mr. Zoll has more than 40 years of executive management and client advisory experience in the financial services industry. He joined Treasury Partners in 2019 as a Partner and Managing Director, serving as a Senior Client Advisor.

He began his career in 1983 with E.F. Hutton & Co. and joined PaineWebber & Co. in 1989. He remained with PaineWebber after UBS acquired the company in 2000.

In 2000, Mr. Zoll was promoted to lead The New York Metro Region, and in 2002, he was named Director of National Sales at UBS PaineWebber. He was appointed Head of Marketing Strategy and Development in 2005. Mr. Zoll was an Executive Vice President and a member of the UBS Wealth Management Executive Committee US and the UBS Global Management Board. He received the coveted UBS Global Chairman’s Award in recognition of his many significant contributions to the firm. Mr. Zoll was also a member of the Securities Industry Association Sales and Marketing Committee.

In 2007, Mr. Zoll founded the DZ Development Group, a company engaged in real estate development and related entrepreneurial enterprises. He is also the co-founder of Parentgiving.com, LLC.

Mr. Zoll joined Barclays Wealth in 2009 as a Director to provide customized wealth management and advisory services to high-net-worth investors and their families.

In 2012, Mr. Zoll joined Fieldpoint Private as a Managing Director and Senior Advisor, where he continued to provide comprehensive advice to high-net-worth private clients, foundations, pension plans and family offices.

Mr. Zoll holds the Series 7, 8, 15, 24, 63 and 65 licenses. He is a Magna Cum Laude, Phi Beta Kappa graduate of Clark University, where he earned a BA in Government.

Mr. Zoll and his wife, Lori, live in New York City. They have two grown children who have recently started their own careers. He is an avid Boston sports fan and coin collector.