Client Advisory

Biography

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.

Education

  • B.S. in Marketing from Miami University in Oxford, Ohio

Highlights

  • Member of Lurie Children's Hospital committee board
  • Team member of "Just Cure It" benefiting the Leukemia Lymphoma Society

Connect with David

By clicking “Submit”, 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.

Meet Our  Client Advisory Colleagues

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, 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.