David Krakauer

Vice President, Portfolio Management at Mercer Advisors

Speaker

As Vice President of Portfolio Management for Mercer Advisors, David leads the Portfolio Management Group. He joined Mercer Advisors in 2021 following the acquisition of Epstein & White, where he served as Chief Investment Officer for four years. With a diverse background spanning alternative investments, ERISA plans, private wealth, and commercial banking solutions, David brings extensive expertise to his role. Throughout his career, he has worked closely with RIA firms and clients to establish objectives, implement systematic processes, make informed decisions, and craft sophisticated portfolios. He frequently contributes investment and market commentary to leading financial publications. David has a Bachelor of Arts in Philosophy from the University of New York at Albany. He holds the Chartered Financial Analyst (CFA®) designation and the Chartered Retirement Plans Specialist (CRPS®) designation.