David is responsible for Koda’s non-profit and philanthropic client business and for the firm’s impact investing service.
He chairs Koda’s Non-Profit & Responsible Investment Group and sits on Koda’s Partnership Committee.
David has worked in the industry since the late 1980s, including 10 years overseas with Coutts & Co. and Merrill Lynch. He has led philanthropic & non-profit advice businesses at Perpetual and JBWere, where, as a member of the Executive Leadership team, he was a Managing Director and head of product and marketing.
David currently serves on several charity boards and advisory councils and is a co-founder and Chair of Plus One, which provides free professional development opportunities to charity leaders. He has significant experience of chairing and serving on endowment and investment committees, overseeing charitable funds in a fiduciary capacity.
David has studied Non-Profit governance at the AICD and the Harvard Business School. He is a professionally qualified trustee with significant experience of establishing, managing, investing and distributing trusts and foundations.