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.