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Biography

David is a Partner in the New York office and a member of the Cerity Partners Investment Committee, which establishes the firm’s economic and market views and sets investment policies and procedures. He has over 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 also serves as a member of the Wealth Management Investment Committee.

Prior to joining Cerity Partners in 2014, David was a Managing Director in the Investment Advisory Group of Deutsche Bank Asset & Wealth Management in New York. 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 entering private wealth management in 1999, David was a municipal bond analyst at Bloomberg Financial Markets in Princeton, NJ.

Learn more about my practice.

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 submitting the form, 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.