David Sivel CFP®, CPFA

Principal, Chief Executive Officer

For over 27 years, David has passionately collaborated with successful families and their professional advisors helping them develop comprehensive wealth management and Estate planning solutions. Prior to starting Collective Family Office, David was the Managing Senior Director of Central PA and Baltimore for BNY Mellon through 2019, where he led a team of 10 professionals managing $2.3 Billion in private client and institutional assets.  David has always championed the value and diversity of thought a Team can provide clients by enhancing the delivery of comprehensive wealth management through a collective platform. David is proven, passionate and committed to clients, his family and the community.

David is a Certified Financial Planner, a Certified Plan Fiduciary Advisor, past member of the Estate Planning Association and Estate Planning Council of York and Lancaster, and an investment committee member of the York Community Foundation. David is also credentialed as a Blockchain and Digital Assets advisor.

David is a graduate of Ohio University and American College for Financial Planning. He and his wife, Alexandra, live in York County, PA with their two children JD and Charlotte.