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 where he successfully launched and managed a small-capitalization equity energy portfolio. This achievement was followed by him assuming the role of United States Portfolio Manager whose assets represented 10% of the Division’s assets under management of some $16 billion.
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. He is the former co-Director for The Hedge Fund Association’s Canadian chapter.