David is an Associate Investment Counselor at ATB Investment Management. He is responsible for supporting the Private Investment Counsel team with providing investment counseling and portfolio management services to ATB’s high net worth clients. David graduated from the University of Alberta in 2019 with a Bachelor of Commerce degree and began his career at ATB, gaining progressive experience in investment compliance, developing fund content and reporting, and supporting product research and manager oversight. David is a Chartered Financial Analyst (CFA) charterholder and a Certified Financial Planner (CFP).
