David D. Jumper
Membre du Comité d'Investissement chez Cerity Partners LLC
Profil
Mr. David D.
Jumper, CFA, is a Partner at Cerity Partners LLC.
He has almost 25 years of experience providing investment advisory and wealth management services to both domestic and international ultra-high-net-worth individuals, family offices and institutions, including not-for-profits.
He is also a member of Cerity Partners’ Investment Committee, which drives the firm’s investment philosophy and process.
Prior to joining Cerity Partners in 2014, he was a Managing Director in Deutsche Bank’s Private Wealth Management’s New York office, where he was responsible for the design, implementation, and ongoing management of client assets.
He also served as a board-appointed member of the Investment Advisory Committee and the Trust Investment Committee, which ensured client portfolios adhered to stated objectives.
Before joining Deutsche Bank in 1999, he was a municipal bond analyst at Bloomberg Financial Markets.
He received his undergraduate degree from The College of New Jersey.
Postes actifs de David D. Jumper
Sociétés | Poste | Début |
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Cerity Partners LLC
Cerity Partners LLC Investment ManagersFinance Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations. | Membre du Comité d'Investissement | 01/08/2014 |
Formation de David D. Jumper
The College of New Jersey | Undergraduate Degree |
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Relations au 1er degré
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Entreprise privées | 1 |
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Cerity Partners LLC
Cerity Partners LLC Investment ManagersFinance Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations. | Finance |