David Beatty, CFP®

Partner & Market Leader


Client Advisory


Dave is a Partner and Market Leader for the Boston office. Dave has more than 30 years of experience assisting individuals and families with complex income tax, estate and trust, financial planning, and investment strategies.

Dave co-founded Daintree Advisors in 2010 and served as its Managing Partner until Daintree’s merger with Cerity Partners in 2021. Dave is also Co-Founder and Managing Partner of Veriti Management, which provides direct indexing and values-based investing.

Dave began his career at PricewaterhouseCoopers where he became the lead personal tax and financial planning advisor in their Boston office. In 1995 Dave founded Tanager Financial Services, a multi-family office which grew to more than 50 employees by the time of its sale to Wachovia in 2004. Dave then served as Regional Managing Director of Wachovia’s multi-family office, Calibre Advisory Services.


  • B.A. from Wesleyan University
  • M.M. as an Austin Scholar from the Northwestern University J.L. Kellogg Graduate School of Management


  • Chair of the Board of Kore Venture
  • Certified Public Accountant (inactive)

Q & A


Was there a specific incident in your life that made it clear you were made for this career?

Yes, when I was a CPA in my twenties, I realized that financial advisors generally lacked objectivity and understanding of tax law, so I could make a difference.

What kind of clients work best for you?

Wealthier clients with complex planning needs and especially multigenerational families concerned about how the rising generations and the wealth can thrive together.

What differentiates Cerity Partners from other firms in our space?

Objective expert advice delivered through a professional services partnership.

What do you do in your personal life that helps you help your clients?

Staying healthy emotionally, physically and spiritually.

How would you describe your best day doing what you do?

Helping a family connect their values with how they interact with their wealth and their family.

Connect with David

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