David is an Investment Assistant at JM Finn who joined in 2014 after graduating from the University of Birmingham where he studied Money, Banking, & Finance. He is a member of the Chartered Institute for Securities & Investment holding a level 4 qualification as he finishes his Chartered Wealth Management Masters. David has performed various back and middle office functions before joining Andrew in the front office over 3 years ago. He now takes a primary role in handling the Execution Only business for private and institutional clients as well as organising the firm’s participation in new issues and IPO’s. David is a keen sportsman, previously playing county cricket and football at various levels.
James Godrich reviews the portfolios within the Coleman Street Investment service.