Client Advisory


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.


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


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

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