David is a Wall Street Veteran serving first with The Chase Manhattan Private Bank as a relationship manager for their Corporate Executive Unit, then with Spencer Trask Ventures as a Senior Vice President working on a venture capital fund, and most immediately with Merrill Lynch as a Senior Financial Advisor. He has formal training from the University of Vermont with a BS degree in Entrepreneurial Science.

Currently David is the Managing Director of Tempewick Wealth Management’s asset management division located in Far Hills, NJ. There he works with business owners, corporate executives and municipalities to help increase wealth using retirement strategies (401(k), 403(b), 412(i), SEP, SIMPLE, IRA and other plans. He then works with the participants to manage the individual accounts using creative strategies, including Accelerated Return Notes.

David is a Registered Investment Advisor Reprehensive, Certified Retirement Planning Counselor and an Accredited Retirement Planning Consultant. He also holds several securities licenses, FINRA Series 7, 63, 65. He is licensed by NJ, PA and NY as an Insurance Producer.

David lives in Far Hills, NJ with his wife and two children, where he is an active volunteer Firefighter / EMT with the local fire department. David is also a 20-plus year member of the United States Coast Guard Auxiliary where (as you can see from his photo) he conducts safety patrols of New York Harbor.

David Jacobs Kotz
Principal / Title Officer

Contact Information
Phone: 732-714-5313
Fax: 732-714-8838
Cell: 908-229-6753
Email: dkotz@hsbtitle.com

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