David joined Evans and Partners in 2018 as Investment Adviser within the Private Wealth team, where he is responsible for implementing a robust due diligence process to support high-net-worth families and not-for-profit organisations in meeting their long-term investment goals and objectives. He specialises in a holistic portfolio management approach across domestic and international asset classes.
Prior to joining the firm, David spent two years in Houston, Texas as a banking analyst for JPMorgan Private Bank, focusing on investments, credit, banking, and estate planning for families and individuals within the ultra-high-net-worth space. In 2016, David then relocated to Melbourne to engage in business development for JPMorgan Asset Management, assisting the sales and distribution teams with the implementation of their business strategy and building out relationships with key financial institutions.
David has a Bachelor of Arts from Haverford College in Philadelphia where he majored in Urban Development. He has also completed his RG146 qualification and has a Tier 1 level Foreign Exchange accreditation.