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David is an experienced financial tutor with many years of teaching experience and assists in running the CFA®, FRM®, and CAIA® courses. Originally from a banking background, David later moved into wealth management, advising high-net-worth clients in the areas of investments, pensions, and tax planning.
Since gaining his CFA charter in 2003, David has worked extensively in the field of risk management, teaching toward a variety of qualifications, as well as tailoring risk programs to financial institutions. He has gained the FRM, PRM, and CAIA designations. Most recently, David has earned the Energy Risk Professional (ERP) Certification.
