OUR PEOPLE

David has been working in financial markets since 1996, initially as an investment analyst at FW Holst covering a range of industrial companies. He joined JB Were & Son in 2000 in an advisory role and has been managing funds on behalf of clients since that time. He joined Evans & Partners in October 2007.

As an Investment Adviser, David is responsible for managing portfolios on behalf of individuals, boutique institutions as well as a number of not-for-profit organisations. He has a strong background in managing direct Australian equity portfolios and also provides advice on Exchange Traded Options. David’s qualifications include:

• Bachelor of Commerce (University of Melbourne)
• Graduate Diploma in Applied Finance & Investment (FINSIA)
• Level 2 Options Accreditation (ASX)