Meet Our Team

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


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.