David Eisenberg Email & Phone Number

Needham, Ma, Us

Rolling Meadows, Illinois, Us

Co-Chair of the Israel Ride (volunteer role). The Israel Ride supports the environmental education and peace building programs of the Arava Institute for Environmental Studies. As co-chair of the ride, my primary responsibility is to provide lay leadership to recruitment and rider service efforts in the USA. The Ride is the premier cycling experience in Israel. I've been a participant in the ride in 2005 and annually since 2007.

Boston, Ma, Us

Westwood, Massachusetts, Us

Responsible for the management and leadership of all consulting resources at Meketa. Working closely with the firm's senior leadership team to drive the continued growth and development of our consultants, and the services that we bring to clients.

Westwood, Massachusetts, Us

Responsible for providing strategic investment advice and services to financial intermediaries and institutional investors. Services include investment program and product design, asset allocation, investment manager evaluation, selection, and oversight, manager due diligence, performance analysis, and reporting. Member of the firm's ESG Investment Committee.

New York, Ny, Us

As Director of Client Consulting, I shared overall responsibility for accelerating growth and enhancing the value that Mercer Investments brings to clients in the defined benefit, defined contribution, insurance, and wealth management segments. Also responsible for oversight and development of Mercer’s Analytics and Tools, Responsible Investment, and Mercer Sentinel specialty units.

New York, Ny, Us

National Segment Leader, Wealth Management (2007 to 2015)Responsible for the team that advises U.S. based wealth management providers on evaluating, selecting, monitoring, and managing sub-advisors, risk management in multi-manager or asset allocation portfolios, investment policy development, and other investment business challenges. .

Primarily responsible for building and managing equity sub-advisor teams to manage a family of institutional investment trusts and funds. Focus included detailed on-site investment and operational reviews for each investment advisor, evaluation of compliance reviews, developing new analytic tools, building the oversight and evaluation environment, establishing and managing transition management and commission recapture programs, managing investment transitions, and client service.

Responsible for building and managing the US investment manager evaluation and search consulting practice for Brockhouse & Cooper, based in Montreal. As President of Brockhouse & Cooper International, I upgraded the services of the U.S. practice, built a Boston based staff, improved the firm’s visibility in the United States, and delivered a nearly fourfold increase in the number of active clients in the U.S.

Boston, Ma, Us

Member of Senior Investment Policy Committee of John Hancock Funds and Pension Investment Advisory Committee of John Hancock Financial Services. Led equity investment effort at John Hancock Advisers, Inc., including oversight and development of the equity investment staff, building risk management and quantitative analysis teams, building the investment control environment, oversight of brokerage, evaluation and selection of sub-advisors, and quarterly reporting to the trustees of the mutual funds. Prior to change in senior management, delivered consistently improved investment performance against industry peers.

Boston, Massachusetts, Us

Provided full service consulting to endowments, foundations, and pensions, managed product development, reorganization of manager due diligence process, new initiatives for tax-exempt plans and private market investing. Active in new business effort that maintained 20% per year growth rate. Provided ‘expert witness’ consulting on investment policy and practice, actions of fiduciaries, and portability of performance results. Member of Due Diligence, Policy, and MIS Committees.

Boston, Ma, Us

Mba

Ba, Economics