David Trofa

Head of Operations

As Head of Operations my key focus is on managing Montgomery’s outsourcing arrangements, best execution, cashflow management, market intelligence and brokerage management.
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ABOUT David

Head of Operations

David joined Montgomery as Head of Operations in October 2018.
 
David has over 13 years’ experience in the Asset Management and Services Industry. Previously, he spent over eight years at Lazard Asset Management working in the Portfolio Implementation team and progressing to Head of Operations. Before this, David worked at State Street for over five years as a Senior Associate in the Investment Manager Services group.
 
David is a CFA® charterholder and holds a Bachelor of Commerce from Macquarie University.


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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David Buckland
Chief Executive Officer
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Toby Roberts
National Account Manager
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