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Principal
Chicago
Client and Corporate Services
David is the Director of Marketing and a Principal in the Chicago Office. He is responsible for brand positioning, content development, sales enablement, and digital strategy.
Prior to joining Cerity Partners, David worked as a Senior Marketing Strategist with Community Tax where he managed agency relationships and integrated campaigns across both traditional and digital channels. Before Community Tax, he served as Marketing Director at The Arcview Group, a leading regulated cannabis research and early-stage private equity firm.
Q:
Who inspired you to pursue your career in financial management?
Paradoxically, my parents, who in their refusal to teach me about investing as an adolescent, put me on a lifelong path of interest in financial matters.
Why is your work important, especially today?
Every day, the world gets more complex. Nowhere is this more potently reflected than in the world of wealth management. Our client-facing colleagues have a dizzying array of information that must be continuously monitored and integrated into their advice, and then that advice must be delivered in an effective manner. Simply put: the more complex the world gets, the more important effective communication becomes.
What differentiates Cerity Partners from other firms in our space?
There are two things: First, for clients seeking fiduciary counsel, Cerity Partners separates itself from the competition with the sheer depth of in-house subject-matter expertise. In the RIA space, very few firms can match our institutional knowledge. And second, our service model, which makes the client experience frictionless when dealing with even the most complex situations. Clients have a single, primary advisor whose role isn't just to provide advice, but also to marshal our firm's people and resources, as needed, for the client's benefit.
What do you do in your personal life that helps you help your clients?
There's a quote attributed to Albert Einstein that I often think about: "If you can't explain it to a 6-year old, you don't understand it yourself." Well, I have two very curious children, ages 10 and 7. It's an incredibly fun and rewarding activity to answer their questions about how the world (and beyond!) works. I get a lot of practice distilling complex topics down to their most salient parts, while retaining enough nuance to not lose all meaning. That's the central challenge of effective communication in the wealth management industry.
How would you describe your best day doing what you do?
As a marketer, I'm in it for the "light bulb" moments. There's just nothing more professionally rewarding than creating something that resonates with our prospective and current clients, and inspires lasting change.
What does the world need now more than anything?
Love and a comprehensive, strong, and actionable climate change policy.
Timothy Abbott
Associate
Andrew Adams
Senior Associate
Nikolai Arutiunov
Neetha Azeez
Aleem Baksh
Amy Banker, AIF®
Justin Barish
Principal & Head of Digital Marketing
Michaela Barnum
Ryan Berger
Alicia Boggio-Hair
Marie Del Bove
Jen Bowen
Abrielle Bradley
Gillian Brand
Manny Bratta
Gerard Burke
Jeff Bushman
Scott Carlson
Lynda Castellano
Partner
Yanming Chen
Whitney Clark
Miryam Cohen
Ciara C. Colón
John Cook
Principal & Director of Human Resources
Nataliya Crouse
Kimberly Crowley
Lenèe Dirzuweit, IACCP®
Kimberly Duran
Alexander Dyumin
Jessica Eisenberg
Michael Erskine, CFA
Liza EsselSagoe
Ini Etuk
Scott Finn
Mitch Gelkopf
Nick Gerber
Zeina Ghaly
LeShanna Green
Erika Gunbeyi
Brad Gutzler
Michael Harano
Khalil Harris
Reggie Hopton
William Horner
Michèle Hurley
Teppo Jaakkola
Arlene James
Will Johnson
Zoe Kreca, CFP®
Eric Kuehl
Rebecca LaPlant
Jillian Laughlin
Tap N. Le
Brian Lee
Danni Lee, PHR®
Amy Lin
Winky Liu
Dwight Liu
Ben Lomazow
Stefan Ludlow
Principal & Director of Technology
Jacqueline Martin
Doug McClean, CISM®
Matt McGinn
Jessica Mendoza
Adam Miller
Ana Mojica
Geoffrey Newman
Javier Ordaz
Sebastian Ottaplakal
Krissi Paczolt, CPA
Marcia Paltenstein, CFP®
Aydan Panahova
Andrea Castillo Pena
Brittany Peyser
Peg Pike
Simona Platukyte
Kate Polyte
Derrick Poon
Kristen Potter
Nancy Renshaw
Andrew N. Riehl, CFA
Ryan Rodriguez
Sawyer Rothmann
Jeanette Ruvalcaba
Nicole Sager
Kamil Said
Sarah Saites
Sarah Santoro
Nicole Scaffidi
Robert Schwagerl, CMT, CFTe
Catherine A. Scruggs
Kirsten Shaw
Michelle Simek
Carley Skidmore
Kelley Stanford
Ari Stanger, CPA
Matt Stazzone
Matt Tassell
Madeleine Thomas
Alexa Thorson
Zack Trygstad
Carmen Tu
Aubrey Weber
Valerie Weinfeld
Lisa West
Ashley Williams
Marissa Wilson
Heidi Wilson
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