David specialises in managing investment portfolios for private individuals and families, including pensions and trusts. He works as an Investment Manager within the Leeds Adviser Partnership team, helping to build relationships with independent financial advisers across Yorkshire.
He is proud of the personal relationships he has built with many financial advisors and their clients.
David began his financial services career when he joined RBC Brewin Dolphin as a Trainee Investment Manager in 2007, working his way up becoming an Investment Manager in 2011, Assistant Director in 2016, and Divisional Director in 2022. He represents Leeds on RBC Brewin Dolphin’s Intermediary Leaders Group. David has an MBA from Cranfield School of Management and is a Chartered Wealth Manager, Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) and a Fellow of the Chartered Management Institute (CMI).