Verified recordFinancial Services

David Eisenberg

Principal, Investments - Outsourced Chief Investment Officer (Ocio) Leader at Buck

Based in Needham, United States

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Seniority

C-Team

Department

General Business & Management

Location

Needham

Industry

Financial Services

Company size

809

Contact information

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Email

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d•••••••@buck.com

Phone

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Background

About David Eisenberg

LEADERSHIP Proven investment business leader. Led the development and implementation of Mercer’s industry leading initiative to provide investment services to financial intermediaries and wealth management firms. INVESTMENT POLICY AND MANAGEMENT Led the equity investment team at John Hancock Advisers; served as the first senior portfolio manager at Mercer Global Investments, driving the selection of external managers for a series of multi-manager equity portfolios, served on the investment policy committee of Mercer, helping determine strategic and dynamic capital market views. 20+ years of experience evaluating investment managers, conducting investment manager due diligence, and assembling multi-manager, multi-asset investment teams. Have provided forensic analysis and expert testimony in cases involving fiduciary practice and investment due diligence. SALES Established new relationships with over 30 financial intermediaries, including three of Mercer’s top US investment clients. Frequent speaker and panelist at investment industry conferences and forums. INDUSTRY SPECIALTIES Specific expertise in investment services and product strategy for financial intermediaries; developing and implementing financial and investment strategy in not-for-profit organizations; design, implementation and oversight of defined contribution investment programs, both for financial intermediaries and large DC plan sponsors.

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