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