Finding the Right Fit: What to Look for in a Partner

David is a Partner and Market Leader for the New York office with more than thirty years of experience investing across multiple asset classes, portfolio construction, manager selection, and risk measurement. He uses his vast knowledge of the investment world to help affluent families preserve and grow their wealth, with a focus and passion for multigenerational wealth transfer and intra-family succession planning. David is a member of the firm’s Investment Committee.

Prior to joining Cerity Partners, David was the Co-CEO and Chief Investment Officer of EMM Wealth, a fifty-year-old multi-family office. He built the firm’s investment office, risk management, and impact investing capabilities while serving large and complex families as a wealth advisor. David spent the previous twenty years trading currencies, global macro strategies and derivatives, including at Bankers Trust Company. He has also developed tools and software for assessing market risk that have been used by large banks around the world.

David received his Bachelor of Arts degree in International Relations from Brown University.