Image of Wealth Management Advisor David Ratzker
Image of Wealth Management Advisor David Ratzker

David Ratzker

Wealth Management Advisor - Hackensack

(877) 658-4221

About David

I am currently a Wealth Management Advisor at TIAA and have over 15 years of experience in the finance industry.

I am passionate about what I do because I get to work with nonprofit professionals who I believe are among the best and the brightest in the world. In my role as Wealth Management Advisor, I provide personalized, goals-based investment guidance. Prior to joining TIAA, I managed a hedge fund focused on smaller, developing companies and technologies. I now focus on risk mitigation, investment management, trust and estate planning, special needs trusts, tax-efficient legacy planning, and medical practices.

I received my Bachelor of Science in Finance from Yeshiva University.