David’s core responsibilities include the ongoing monitoring and analysis of assets held within the Courtiers Funds and the Discretionary Fund Management Service.
Background / Experience
David has always shown great interest in the Financial Services industry and this led him to read Economics at the University of Manchester. After graduating, an internship at an independent wealth management firm was the perfect platform to launch his career. David spent a year abroad, working in the Italian Dolomites and travelling around South East Asia before joining the Courtiers Technical Support team in July 2013.
In June 2016, David became a member of the Investment Team. After successfully completing the Diploma for Financial Advisers and the Investment Management Certificate, he became a CFA charterholder in August 2017 after passing all three levels on the first attempt.
In his spare time, David enjoys a variety of sports including snowboarding and tennis. He is also a keen photographer, cook and traveller.