The Proudest Moment Of Dave Clayman’s Life Was When He Became An Eagle Scout At The Age Of Sixteen. So it should come as no surprise that he and his co-founders created a financial services firm based on the twelve principles of scouting. These include trustworthiness, loyalty, kindness and helpfulness. In 1997, Dave started his career in financial services at Paine Webber, now UBS Financial Services, where he developed his passion for the markets and trading. Over the next twelve years he became a Financial Advisor and Sr. Vice President of Investments. Dave spent the next five years working for Morgan Stanley, where he grew to appreciate the value of providing in-depth financial plannin

Dave Clayman
Chief Executive Officer, Co-Founder, Wealth Advisor
Twelve Points Wealth Management
United States, Massachusetts, Waltham
About Me
Profile Information
Chief Executive Officer, Co-Founder, Wealth Advisor
Twelve Points Wealth Management
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Waltham
Massachusetts
United States
Feb 4, 2025
More profiles to browse
FF
Francesca Federico
Co-Founder & President, Wealth Advisor
Steve Bruno
Chief Investment Officer
Andrew Mcgill
Financial Advisor
Deb Cartisser
Senior Wealth Advisor
You Might Like
PM
Prtima MISHRA1
Software Engineer
PA TEST
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
EC
Elizabeth Cook
Chief Compliance Officer
Magnolia Wealth Management LLC
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial