David Sivel CFP®, CPFA
For 32 years, David has passionately collaborated with successful families and their professional advisors helping them design/implement comprehensive wealth management and Estate plans. Prior to starting Collective Family Office in 2019, David was the Senior Managing Director of Central PA and Baltimore for BNY Mellon where he led a team of professionals managing $2.3 Billion in private client and institutional assets. David values a Team based approach, enhancing the delivery of comprehensive wealth management through collaboration. David is a proven leader, who is passionate about clients and the community he serves.
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.
David serves on the Board of the York County Community Foundation and is the Chairman of the Investment Committee.
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.