Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
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
Tom Cohn, CFA
Partner & Chief Solutions Officer
Partner & Chief Financial Officer
Partner & Chief Operating Officer
Partner & Chief Revenue Officer
Partner & Chief Experience Officer
Partner, President & CEO
Partner & Head of Partner Development
Partner & Chief Investment Officer
Joe Reeves, CFP®
Partner & Market Leader
Partner & General Counsel
Larry Sussman, CFA
Partner & Head of Corporate Finance
Partner & Chief of Staff
Partner & Chief Client Officer
Partner & Chief Training and Quality Officer
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