Client Advisory


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.


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


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

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