David Buckland

Chief Executive Officer

Now in my ninth year leading Montgomery, it’s been an exciting growth story attracting really good people to the team. My Dad was an Investment Advisor so discussions at home, particularly during my school years, centred around the share-market. Its ingrained.
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ABOUT David

Chief Executive Officer

Bachelor of Commerce, Master of Applied Finance and Investment, Fellow of the Financial Institute of Australasia, Fellow of CPA Australia, Fellow of the Governance Institute of Australia. David completed the Harvard Business School Owner/President Management Program (OPM) in 2006.

David joined Montgomery Investment Management in 2012.

David is a deeply knowledgeable and highly experienced financial services executive. Prior to joining Montgomery, David was CEO and Executive Director of Hunter Hall for 11 years, as well as a Director at JP Morgan in Sydney and London for eight years.

Individuals and their families investing or invested directly with Montgomery can contact David on (02) 8046 5000, or by email.


Founder and Chairman
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Chief Executive Officer
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Head of Distribution
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Head of Operations
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National Account Manager
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National Account Manager
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National Account Manager
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National Account Manager
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Marketing and Communications Manager
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Portfolio Manager
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Portfolio Manager
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Head of Marketing and Communications
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Chief Investment Officer
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Senior Portfolio Manager
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Investment Analyst
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Senior Portfolio Risk Manager
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Account Manager – Private Clients
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Head of Institutional
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Have a question? Chat to one of our team members today.

02 8046 5000
David Buckland
Chief Executive Officer
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Toby Roberts
National Account Manager
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