David Pappalardo Cima serves as the Senior Vice President and Principal at Segal Marco Advisors, where he leads the Advisor Solutions Group. In this pivotal role, David is at the forefront of delivering comprehensive investment manager due diligence, asset allocation insights, and market intelligence tailored...
David Pappalardo Cima serves as the Senior Vice President and Principal at Segal Marco Advisors, where he leads the Advisor Solutions Group. In this pivotal role, David is at the forefront of delivering comprehensive investment manager due diligence, asset allocation insights, and market intelligence tailored specifically for Registered Investment Advisors (RIAs), Broker-Dealers, Multi-Family Offices, Private Banks, and other financial intermediaries. His leadership is instrumental in guiding a diverse client base across North America, Asia, and Australia, managing assets under advisement that total approximately $X billion.
Under David's stewardship, the Advisor Solutions Group has developed a reputation for excellence in strategic financial planning and consulting, leveraging his deep expertise in investments and investment strategies. He is adept at fostering strong relationships with clients, ensuring that their unique needs are met with customized solutions that enhance customer retention and drive growth. David's commitment to executive visibility and public speaking further amplifies his influence within the industry, allowing him to share valuable insights on market trends and asset allocation strategies.
Key projects led by David include the development of innovative frameworks for evaluating investment managers, which have significantly improved the decision-making processes for clients navigating complex market environments. His ability to synthesize market intelligence into actionable strategies has positioned the Advisor Solutions Group as a trusted partner for financial intermediaries seeking to optimize their investment approaches. With a keen focus on delivering value and enhancing client outcomes, David continues to shape the future of investment advisory services at Segal Marco Advisors.
