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Biography

David is a Principal in the Boston office. He is a member of the Wealth Management team, providing Fixed Income portfolios for clients.

Prior to joining Cerity Partners, David worked for 8 years at Prio Wealth. He was responsible for all equity and fixed income trading, as well as implementing fixed income portfolios for clients. David is a member of the Investment committee and Operations & Compliance committee. Prior to that, David worked for 17 years at Standish as a Municipal Bond Trader.

Education

  • B.A. Psychology University of Kentucky

Highlights

  • Investment Advisor Representative

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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.