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Partner & Chief Marketing Officer
David is the firm’s Chief Marketing Officer and a Partner based in our San Francisco office. David is an experienced entrepreneur, full-stack marketing geek, creative, and designer. He is currently obsessed with the digitization of trust at scale, the neuropsychological determinants of managing personal wealth, and systems design. David is a community builder who thrives on human connection. He is also a member of the firm’s Executive Committee.
Prior to joining Cerity Partners, David was a Partner at B|O|S where he led all growth activities for the firm including functional areas of marketing, experiential design, and business development. He was also the host of the B|O|S Perspectives Podcast. David’s experience in professional services marketing spans the length of his professional career, serving on the private client teams at Clifford Chance US LLP and later Morrison & Foerster LLP as well as operating his own marketing agency in New York.
Partner & Chief People Officer
Partner & Chief Financial Officer
Partner & Chief Operating Officer
Partner & Chief Experience Officer
Partner, President & CEO
Partner & Head of Partner Development
Partner & Chief Investment Officer
Partner & General Counsel
Larry Sussman, CFA
Partner & Head of Corporate Finance
Partner & Chief Client Officer
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