Researcher (Funds and DFM)
David joined Defaqto in April 2008 after graduating from the University of Birmingham with a degree in Geology and Geography. He has held various roles in research, including a number of years in Wealth Management before Defaqto embarked on their Discretionary Services proposition. David has always taken a keen interested in finance, particularly the events leading up to and culminating in the 2008 financial crisis.
As a researcher on the Funds & DFM team, his responsibilities include supporting delivery of Defaqto’s Discretionary Fund Management Ratings and Portfolio Risk Ratings, as well as authoring and contributing to publications.
David is Level 4 qualified having completed the CFA Certificate in Investment Management and he is an IMC member of the CFA UK.