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Client and Corporate Services

Biography

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.

 

Education

  • Bachelor of Science in Economics from the University of Wisconsin – Madison
  • Master of Business Administration in Finance from Washington University in St. Louis, Olin School of Business

Q & A

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.

Meet Our  Client and Corporate Services Colleagues

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Andrew Adams

Senior Associate

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Nikolai Arutiunov

Senior Associate

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Aleem Baksh

Senior Associate

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Amy Banker, AIF®

Principal

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Michaela Barnum

Senior Associate

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Ryan Berger

Associate

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Alicia Boggio-Hair

Associate

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Marie Del Bove

Principal

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Jen Bowen

Senior Associate

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Abrielle Bradley

Senior Associate

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Gillian Brand

Associate

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Manny Bratta

Principal

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Gerard Burke

Senior Associate

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Jeff Bushman

Senior Associate

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Lynda Castellano

Partner

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Yanming Chen

Associate

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Whitney Clark

Senior Associate

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Miryam Cohen

Senior Associate

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John Cook

Principal & Director of Human Resources

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Nataliya Crouse

Senior Associate

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Kimberly Crowley

Partner

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Kimberly Duran

Associate

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Liza EsselSagoe

Senior Associate

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Ini Etuk

Senior Associate

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Stuart Evans

Principal & Chief Compliance Officer

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Scott Finn

Senior Associate

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Mitch Gelkopf

Principal

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Nick Gerber

Principal

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Erika Gunbeyi

Senior Associate

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Brad Gutzler

Senior Associate

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Michael Harano

Principal

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Reggie Hopton

Associate

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William Horner

Principal

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Michèle Hurley

Principal

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Teppo Jaakkola

Senior Associate

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Arlene James

Principal

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Will Johnson

Principal

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Zoe Kreca, CFP®

Senior Associate

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Eric Kuehl

Partner

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Rebecca LaPlant

Senior Associate

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Jillian Laughlin

Associate

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Brian Lee

Associate

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Amy Lin

Senior Associate

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Winky Liu

Principal

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Ben Lomazow

Principal

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Stefan Ludlow

Principal & Director of Technology

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Jacqueline Martin

Associate

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Matt McGinn

Principal

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Jessica Mendoza

Senior Associate

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Ana Mojica

Senior Associate

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Shelley Newham

Principal

Geoffrey Newman, CPA

Principal

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Sebastian Ottaplakal

Associate

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Krissi Paczolt, CPA

Principal

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Aydan Panahova

Associate

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Andrea Castillo Pena

Associate

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Brittany Peyser

Principal

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Peg Pike

Partner

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Kate Polyte

Associate

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Derrick Poon

Senior Associate

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Kristen Potter

Principal

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Nancy Renshaw

Principal

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Jack Riehemann, CFA

Senior Associate

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Sawyer Rothmann

Associate

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Jeanette Ruvalcaba

Senior Associate

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Kamil Said

Senior Associate

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Sarah Saites

Senior Associate

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Sarah Santoro

Senior Associate

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Nicole Scaffidi

Senior Associate

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Robert Schwagerl, CMT, CFTe

Principal

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Kirsten Shaw

Senior Associate

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Michelle Simek

Associate

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Carley Skidmore

Senior Associate

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Matt Stazzone

Principal

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Matt Tassell

Associate

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Madeleine Thomas

Senior Associate

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Alexa Thorson

Associate

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Zack Trygstad

Principal

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Carmen Tu

Senior Associate

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Aubrey Weber

Senior Associate

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Valerie Weinfeld

Senior Associate

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Ashley Williams

Senior Associate

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Heidi Wilson

Associate

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