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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.
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.
Amy Banker, AIF®
Principal & Head of Digital Marketing
Marie Del Bove
Ciara C. Colón
Principal & Director of Human Resources
Lenèe Dirzuweit, IACCP®
Michael Erskine, CFA
Zoe Kreca, CFP®
Tap N. Le
Danni Lee, PHR®
Principal & Director of Technology
Doug McClean, CISM®
Krissi Paczolt, CPA
Marcia Paltenstein, CFP®
Andrea Castillo Pena
Andrew N. Riehl, CFA
Robert Schwagerl, CMT, CFTe
Catherine A. Scruggs
Ari Stanger, CPA
Curious about learning more? Let’s talk.
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