David S. Sivel, CFP® in

David S. Sivel, CFP®

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Founder, CEO at Collective Family Office
📍 York, Pennsylvania, United States

David Sivel is the Founder and CEO of Collective Family Office, leveraging over 30 years of experience helping families with comprehensive wealth management and estate planning. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds a BA in Business from Ohio University, emphasizing a team-based, collaborative approach to serving clients.

David is deeply committed to his community in York, PA, where he lives with his wife and two children. He serves on the Board of Directors for the York County Community Foundation, where he is also the Chairman of the Investment Committee, actively shaping local philanthropic investment strategies.

He is passionate about perpetuating family values through financial planning, making it a core pillar of his firms mission.

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Experience
32 Years
Current Role
Founder, CEO
Job Level
Leadership
Location
York, Pennsylvania, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics David cares about

Comprehensive Wealth Management
With over 30 years of experience, he focuses on holistic financial solutions for successful families, integrating financial planning, investment management, and estate planning.
Estate Planning
A primary focus of his career is helping families design and implement comprehensive estate plans to preserve and protect their wealth for future generations.
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Career

Work history

5-2019
Founder, CEO
Collective Family Office
3-2015 - 5-2019
Team Leader - Market Manager, Central PA & MD
BNY Mellon Wealth Management
1-2008 - 3-2015
Managing Director, Wealth and Institutional Services
Wilmington Trust
4-2000 - 11-2008
CIO President
SAM
6-1998 - 4-2000
VP Investment Advisor FC
Morgan Stanley
In the press

Media appearances

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Education
1985 - 1989
BA Business
Ohio University
2010 - 2011
Financial Planning
The American College of Financial Services
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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