Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
David is a Partner in the Chicago office. He is responsible for identifying and cultivating relationships with individuals, families, businesses, and executives who would benefit from Cerity Partners’ financial expertise. He brings with him more than 20 years of experience in financial markets.
Prior to joining Cerity Partners, David was in Private Wealth Management at Goldman Sachs, a Portfolio Manager at hedge fund Chicago River Capital, Institutional Equity Sales Trader at Cantor Fitzgerald, Senior Trader at Wolverine Trading, and Options Clerk at Spear, Leeds & Kellogg on the floor of the American Stock Exchange. Some of the responsibilities throughout David’s career have included equity trading, derivatives trading, portfolio construction, risk management, cash management, relationship building, and strategy development.
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