David joined SGH as part of the acquisition of Catholic Church Insurance Asset Management (CCIAM) in 2024. As a portfolio manager, he managed the insurance balance sheet assets and asset management client funds with a focus on socially and ethically responsible investing, based on Catholic values.
David began his career as an analyst in NAB wholesale banking before moving to a commercial analyst role at True Value Solar Commercial, where he conducted financial modelling for large scale solar projects across Australia. Prior to joining CCIAM, David lived in the UK and worked as a financial services consultant in Capco and First Derivatives Plc.
David holds a Bachelor of Commerce and a Masters in Applied Finance from Monash University and he is based in Melbourne.
