David Aaron Email and Phone Number
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David is a Partner in the New York Office of Cerity Partners and has more than thirty years of experience investing across multiple asset classes, portfolio construction, manager selection, and risk measurement. He brings his knowledge of the investment world to help affluent families preserve and grow their wealth, with a focus and passion on multi-generational wealth transfer and intra-family succession planning.Prior to joining Cerity Partners, David was the Co-CEO and Chief Investment Officer of EMM Wealth, a fifty year-old Multi-Family Office. He built the firm’s Investment Office, risk management, and Impact Investing capabilities while serving large and complex families as a wealth advisor. He spent the previous 20 years trading currencies, global macro strategies and derivatives including at Bankers Trust Company and developing tools and software for assessing market risk that was used by large banks around the world. David received his Bachelor of Arts degree in International Relations from Brown University. He has competed in fifteen triathlons and quietly maintains a hive of honey-producing bees in his NYC back yard.
Cerity Partners
View- Website:
- ceritypartners.com
- Employees:
- 211
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Market Leader, New YorkCerity Partners Jan 2021 - PresentNew York, New York, United States
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PartnerCerity Partners Jan 2020 - PresentGreater New York City AreaEMM Wealth Management merged with Cerity Partners December 31, 2019
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Co-Ceo And Chief Investment OfficerEmm Mar 2009 - Dec 2019Greater New York City AreaSince 1968, EMM has helped individuals and families to preserve their wealth, plan for the future, and provide for their families for generations to come. In doing so, we simplify our clients’ complex financial affairs, empowering them with the peace of mind that comes from knowing our team of world-class professionals is intently focused on one goal: to protect and enhance every aspect of their financial well-being.
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SvpLehman Brothers Jun 2006 - Mar 2009Greater New York City Area -
Senior Vice PresidentNeuberger Berman 2006 - 2009Greater New York City AreaIn 2001, Neuberger Berman acquired the privately owned investment advisory firm EMM. Since its founding in 1968, EMM has provided its clients with a comprehensive approach to financial advice and services. These services include financial, tax, trust and estate planning; business management; asset allocation; investment manager selection; and performance reporting. EMM, which allocates assets among different investment advisors, monitoring their performance and managing their relationships, will continue to provide its investment advisory services in an independent and objective manner. -
Cio-Portfolio ManagerBluehaven Services 2004 - 2006Greater New York City Area
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Svp-PartnerDerivatech 1996 - 2004Greater New York City AreaDerivatech Risk Solutions, Inc. provides foreign exchange derivatives pricing, analytics, and risk management solutions to trading organizations. It provides volatility surface modeling, pricing and valuation of exotic options, risk derivatives, model development kits, and pricing of custom structures.
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VpBankers Trust 1987 - 1995
David Aaron Skills
David Aaron Education Details
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International Relations
Frequently Asked Questions about David Aaron
What company does David Aaron work for?
David Aaron works for Cerity Partners
What is David Aaron's role at the current company?
David Aaron's current role is Market Leader, New York at Cerity Partners.
What is David Aaron's email address?
David Aaron's email address is da****@****mny.com
What is David Aaron's direct phone number?
David Aaron's direct phone number is +121247*****
What schools did David Aaron attend?
David Aaron attended Brown University.
What are some of David Aaron's interests?
David Aaron has interest in Children, Education, Environment, Poverty Alleviation, Human Rights, Arts And Culture, Health.
What skills is David Aaron known for?
David Aaron has skills like Investment Advisory, Wealth Management, Portfolio Management, Asset Allocation, Risk Management, Impact Investing, Due Diligence, Hedge Funds, Derivatives, Investments, Alternative Investments, Trading.
Who are David Aaron's colleagues?
David Aaron's colleagues are William Richardson, Bette Sulzer, Melody Suehiro, Cpa (Inactive), Cfp®, Kelsea Fulkerson, Megan Caldarelli, Dennis Slattery, Jennifer Ellison.
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David Aaron
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David Aaron
Senior Counsel, Perkins Coie Llp | Cybersecurity, National Security, Data Privacy Counselor And Litigator | Investigations & Litigation | Former National Security ProsecutorWashington, Dc -
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David Aaron
Co-Founder And Chief Executive Officer @ Envision | Impact-Driven Solutions For The Businesses Of TomorrowPhiladelphia, Pa
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