Client Advisory

Biography

David is a Partner in our New York office with almost 25 years of experience providing investment advisory and wealth management services to both domestic and international ultra-high-net-worth individuals, family offices and institutions, including not-for-profits. David is also a member of Cerity Partners’ Investment Committee, which drives the firm’s investment philosophy and process.

Prior to joining Cerity Partners in 2014, David was a Managing Director in Deutsche Bank’s Private Wealth Management’s New York office, where he was responsible for the design, implementation, and ongoing management of client assets.  David also served as a board-appointed member of the Investment Advisory Committee and the Trust Investment Committee, which ensured client portfolios adhered to stated objectives.

Before joining Deutsche Bank in 1999, David was a municipal bond analyst at Bloomberg Financial Markets.

Education

  • B.S. in Finance with a minor in Economics from The College of New Jersey.

Highlights

  • Chartered Financial Analyst®
  • Member of the CFA Institute
  • Member of the CFA Society New York

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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.