David’s industry experience is most notable in the areas of portfolio management and equity research. Previous to joining Phocion in 2015, David was responsible for managing the wealth of high net worth investors at HSBC Holdings plc.
Prior to that, David worked at CN Investment Division as a Portfolio Manager for U.S. Equities and Small-Cap Energy. In all he was directly responsible for the management of 10% of the Division’s assets under management of some $16 billion at the time.
David is a CFA® charter holder, and has the FRM® and CIPM® designations. He has earned a Bachelor in Commerce from McGill University. His work has been published in The AIMA Journal and The Huffington Post.