lthough learning every day, our team has decades of expertise in the wealth management space and has a track record of successful M&A and growth in the past.
David Vertsberger is the Controller of Arax Investment Partners.
At Arax, David is responsible for cost structure optimization across the Arax ecosystem for middle- and back-office functions including billing, accounting reporting, IT and more. Prior to joining Arax, David was the Legal Entity Controller of Summit Health, an approximately $9bn healthcare company, where he focused on financial reporting and accounting. David began his career at City MD and has a proven track record, successfully centralizing the finance function within HoldCo. David is CPA certified.
David holds an M.S. in Accounting from Yeshiva University.