David LancasterManaging Director Relationship Manager Wealth Management & Trust San Francisco Bay Area
David Lancaster is a Managing Director, Relationship Manager, responsible for developing and delivering comprehensive, advice-based solutions for ultra-high-net-worth families and closely-held businesses.
Mr. Lancaster has more than 30 years of experience as a trader, portfolio manager, private banker and family office head. Prior to joining Boston Private, Mr. Lancaster was President and Chief Investment Officer of a single family office in San Francisco, and a Director at Carmel Partners, a multi-billion dollar private equity real estate firm. Previously, Mr. Lancaster worked with the Global Family Office group at UBS. He also served as a Senior Private Banker at J.P. Morgan, where he advised ultra-high-net-worth clients on their banking, lending, asset management and advanced planning needs. Mr. Lancaster has served as the senior investment advisor for a number of large family offices and was a portfolio manager specializing in quantitative global asset allocation and risk management for Millennium Partners, an institutional fund manager based in New York.
Mr. Lancaster is an avid pilot and recently served as a Director for a leading West Coast private aviation firm and co-owner of a San Francisco area charter operator.
He graduated from Vanderbilt University with a Bachelor of Arts degree in economics.