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On the Road: Gatekeeper meetings in Minnesota and New York

Articles & Interviews | Nov 6, 2019 | David Jumper

Partner David Jumper and CIO Ben Pace Check share insights on Cerity Partners’ investment process with CityWire.


CityWire USA, “On the Road” – Whether you’re in the bustling streets of New York City or the quiet suburbs of Minnesota, RIAs and broker-dealers have much on their minds when it comes to asset allocation shifts, the hunt for alts and where model initiatives are headed this fall.

Starting off my local meetings, I took the 7 line to Grand Central Station, where Cerity Partners’ office is conveniently located. Cerity Partners is a private equity-backed RIA that was founded in 2009. With 10 offices serving high-net-worth individuals, businesses and nonprofit organizations across the US, it has over $21 billion in assets under administration.

David Jumper

PARTNER

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.

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Walker Phillips

Partner

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Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.