David has experience working in both private wealth management and management consulting. At Koda David collaborates with Charles Moore and Peter Dunn to service high net worth families and not-for-profit organisations.
Prior to joining Koda, David was a Management Consultant at PwC advising government clients on project financial viability, cost modeling, process modernisation and managing national leasing portfolios. Before working at PwC, David began his career as a Graduate Investment Analyst at Evans Dixon. His duties included financial modelling, market research (Infrastructure and Commodities), trade execution, maintaining the compliance of the client book and assisting in the overall portfolio management process.
David holds a Bachelor of Finance with a double major in Capital Markets and Economics from the Australian National University. David is currently studying for his Level 2 CFA exam having passed the Level 1 examination in May 2021.