In his role as Senior Portfolio Manager, David is responsible for structuring the Willougby Asset Management suite of public market pools and their strategic asset allocations. David oversees the public market portfolio construction as well as the manager due diligence, selection and monitoring process.
David has more than 10 years of investment management experience. Before joining the Office of the CIO as a portfolio manager, he was responsible for discretionary portfolio management for ultra-high-net-worth and managed multi-asset model portfolios at Oakwater Wealth Counsel. Prior to joining Harbourfront, David worked as a client relations representative for Mackenzie Investments.
David holds a Bachelor of Business Administration degree from Capilano University, and is CFA Charterholder and a Chartered Investment Manager.