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Cerity Partners News

Check out CityWire’s On the Road for insights from David Jumper and CIO Ben Pace about Cerity Partners’ investment process.

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Meet the Author

David Jumper

Partner

David is a Partner in the New York office and has over twenty years of experience providing investment advisory and wealth management services to both domestic and international high net worth individuals, family offices and institutions, including not-for-profits. David is a member of the firm’s Investment Committee and the Proxy Voting Committee. He leads the Performance Monitoring Sub-Committee.

Prior to joining Cerity Partners, David was a Managing Director in Deutsche Bank Private Wealth Management’s New York office, where he was responsible for managing $1.4 billion of private client assets. He was also a board-appointed member of the Investment Advisory and Trust Investment committees, which ensured client portfolios adhered to stated objectives. Before joining Deutsche Bank in 1999, David was a municipal bond analyst at Bloomberg Financial Markets.

David earned a Bachelor of Science degree in Finance from The College of New Jersey and is a CFA® charterholder. He is also a member of the CFA Institute and the New York Society of Security Analysts.

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Ben Pace

Partner & Chief Investment Officer

Ben is the Chief Investment Officer and a Partner in the New York office. He leads the firm’s Investment Committee and is a member of the Executive Committee. He has more than thirty years of experience in investment management. Ben has been featured in the Wall Street Journal and Reuters, and is a frequent commentator on Bloomberg TV and radio, Fox TV and CNBC, appearing regularly on network programs such as Power Lunch, The Closing Bell, Squawk Box, and Worldwide Exchange.

Prior to joining Cerity Partners, Ben was Chief Investment Officer and Head of Global Investment Solutions for Deutsche Bank Private Wealth Management in the U.S. In his role as CIO, he sat on the PWM Global Investment Committee, providing input on the U.S. economy and capital markets. He oversaw the investment strategy and asset allocation for PWM clients in the U.S. As Head of Global Investment Solutions, he brought together PWM’s capital markets and investment capabilities in an effort to provide an effective and consistent experience for clients. Prior to joining Deutsche Bank in 1994, he managed equity income funds for two investment organizations. During his tenure with those institutions, he also served as a securities analyst with a particular emphasis on the financial services and healthcare industries.

He earned his Bachelor of Arts in economics from Columbia University and Masters of Business Administration in finance from New York University.

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