David has been a part of the sales team at Trez Capital since February 2016. In his current role, David is responsible for servicing investment advisors and family offices in Southwestern Ontario and Western Canada. Prior to this role, David provided internal sales support to downtown Toronto and Southwestern Ontario. Before joining Trez, David was an internal wholesaler at Manulife Investments, working with investment advisors in downtown Toronto.
David has an honours degree in Economics from Queen’s University and is also a CFA charterholder. David is actively involved in the community, most notably as the Chair of the St. Michael’s Hospital Young Leaders committee and sits on the Board of Directors for the St. Michael’s Hospital Foundation.