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Biography

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

Dave began his career at PricewaterhouseCoopers where he became the lead personal tax and financial planning advisor in their Boston office.

Dave is a serial entrepreneur who founded Tanager Financial Services in 1995, Daintree Advisors in 2010, and Veriti Management in 2018. Tanager was a multi-family office which grew to more than 50 employees by the time of its sale to Wachovia in 2004. Daintree was a wealth manager that was merged with Cerity Partners in 2021. Veriti was a fintech innovator that provided direct indexing and values-based investing, and was sold to First Trust in 2022.

Learn more about my practice.

Education

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

Highlights

  • Certified Financial Planner®
  • 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.

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Dustin Ribergaard

Principal & Client Experience Director

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Principal & Client Experience Director

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Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

Learn about our Privacy Policy

By submitting the form, 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.