David Cherill
New York, NY
david.m.cherill@pwc.com
Dave Cherill is a CPA/PFS and CFP® and has been a member of PwC's Personal Financial Services (PFS) practice for the past 22 years. During that time, he has served high-net-worth individuals, business owners and their families, and corporate executives nationwide.
Dave has extensive experience managing and reviewing complex individual and fiduciary income tax returns for private equity owners, hedge fund managers, and law firm partners. He advises these clients on a wide range of issues, primarily focusing on income tax reduction and financial planning strategies. Dave assists clients in all areas related to their personal wealth, including creating personal financial and retirement plans and advising on investments, insurance coverage, and other estate and gift tax matters. Dave is a subject matter specialist and frequent speaker on tax and retirement planning strategies.
Dave, an AICPA PFS Credential Committee member, earned a Masters of Taxation from New York University and a BS in accounting from Pennsylvania State University.
He resides in Pennsylvania with his wife Angela, sons Brandon and Ben, and daughter Emma.
Robert Westley
New York, NY
westley.robert@gmail.com
Robert is a Senior Vice President and Regional Wealth Advisor at Northern in the Greater New York region. He specializes in developing, implementing, and overseeing financial, estate, and tax plans for high-net-worth individuals, senior executives, and affluent families. Robert is frequently featured in national financial media such as the Wall Street Journal, New York Times, and CNBC. He has authored articles for professional journals including the Journal of Financial Planning and Journal of Accountancy.
Robert received the AICPA’s Standing Ovation Award and has been recognized in CPA Practice Advisor’s "40 Under 40 Awards" and InvestmentNews’ 2020 class of 40 Under 40. Before joining Northern Trust in 2015, he was a Senior Tax Consultant at Deloitte. Robert graduated from Manhattan College with a bachelor’s degree in accounting and finance. He is a CPA, CFP®, and PFS, and an active member of the AICPA, NYSSCPA, and FPANY.
Interested in contacting one of our PFP Champions?
Contact a champion in your area to discuss the PFS™ credential, the PFP Section, developing PFP issues in your area that impact our profession or interest in adding to your peer network.