David is a member of Cerulli’s Retirement research practice, which specializes in the defined contribution (DC) and individual retirement account (IRA) markets.

Prior to joining Cerulli, David was a senior member of the financial planning group at Fiduciary Trust Company, where he advised clients on strategic retirement income planning, trust & estate planning, and other financial topics. Prior to that, David worked at Commonwealth Financial Group, where he held senior positions in the financial planning and executive benefits planning groups.

Education

• Boston University, Questrom School of Business
  Bachelor of Science in Business Administration with concentrations in Finance and Operations Management