David Sokolovsky, CFA, CFP®

As a Managing Director and Partner, David works closely with families to help define their short-term and long-term goals and create actionable strategies to achieve them. David partners with Wealth Strategists to help ensure that financial plans, estate plans, and investment strategies work together seamlessly to add value across multiple generations.

Throughout his time with the Lerner Group, David has helped expand the services we provide our clients and the transition from Morgan Stanley to Hightower. Before re-joining the Lerner Group, David focused on creating strategies for executives of Fortune 500 companies. He brings a diverse background in Insurance and Strategy Consulting. He will continue leading our efforts to build more robust family office capabilities.

David graduated magna cum laude from DePaul University with a BS in Finance and earned an MBA from Northwestern University’s Kellogg School of Management. He is a CFA charter holder and holds the CFP® certification. David holds the FINRA Series 65 and Series 7 licenses.

David moved to the Chicagoland area with his family from Ukraine in 1992 and is fluent in Russian. He enjoys traveling with his wife and son and learning about the different cultures and regions around the world.