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.