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
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