David has been a part of the sales team at Trez Capital since 2016. He was promoted to Vice President, National Sales Manager in January 2021. In his current role, he is responsible for the daily oversight of our retail sales team of Wholesalers and Inside sales, covering our ever growing Investment Advisor base.
Prior to this role, David held the position of Regional Vice President, Sales with Trez Capital where he was responsible for servicing investment advisors and family offices in Downtown Toronto and British Columbia. Prior to joining Trez Capital, 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 charter holder. 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.