“Over the 25 years I have been working in the industry, I am proud of the relationships I have built up over that time with trustees and charities. It’s very fulfilling to help charities achieve their objectives.”
- Locations
- Nottingham
David joined RBC Brewin Dolphin in 2008 and is a Charity Investment Manager and Divisional Director in our Nottingham office. He is a member of the Midlands Charity team and looks after the investment portfolios of operational and grant making charities.
This involves working closely with trustees to ensure that they meet their charitable financial objectives and networking to find new clients. David was one of the founders of the East Midlands Charity Forum to help bring charities together so that they can share their problems and successes.
David began his financial services career in 1994 and has therefore experienced many market cycles and events, giving him extensive experience in how to manage and work with clients through these. He is a Fellow of the Chartered Institute for Securities & Investment.