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Biography

David is Senior Principal and a member of the Strategic Partnerships team in the Park Avenue office. In this role, he serves as the primary relationship owner for several third-party partnerships; driving go-to-market strategy, corporate client acquisition and engagement, and end-to-end execution across a complex B2B2C ecosystem.

Prior to joining Cerity Partners, David built his career at UBS Financial Services through a series of leadership roles of increasing scope, including Head of Product Development for Equity Plan Advisory Services and Head of Business Strategy and Operating Office within Workplace Wealth Solutions, where he drove product strategy, implementation, and operating priorities in support of client growth and platform evolution.

Education

  • BA - Rutgers University
  • MS - Stevens Institute of Technology

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