On the Road: Gatekeeper meetings in Minnesota and New York

David is a Partner in the New York office and has over twenty years of experience providing investment advisory and wealth management services to both domestic and international high net worth individuals, family offices and institutions, including not-for-profits. David is a member of the firm’s Investment Committee and the Proxy Voting Committee. He leads the Performance Monitoring Sub-Committee.

Prior to joining Cerity Partners, David was a Managing Director in Deutsche Bank Private Wealth Management’s New York office, where he was responsible for managing $1.4 billion of private client assets. He was also a board-appointed member of the Investment Advisory and Trust Investment committees, which ensured client portfolios adhered to stated objectives. Before joining Deutsche Bank in 1999, David was a municipal bond analyst at Bloomberg Financial Markets.

David earned a Bachelor of Science degree in Finance from The College of New Jersey and is a CFA® charterholder. He is also a member of the CFA Institute and the New York Society of Security Analysts.