David Beard-Sackett, CFA

David Beard-Sackett, CFA is a highly experienced investment professional with a proven track record of success. With a background in finance and economics, David has honed his skills over many years and has achieved his Chartered Financial Analyst (CFA) designation. His expertise encompasses a broad range of investment vehicles, including equities, fixed income, and alternative investments. He is skilled at making complex financial concepts accessible and understandable to clients.

David got his start in the industry as an analyst, undertaking detailed research on companies and markets. He quickly developed a strong understanding of the investment landscape and moved on to more senior roles. He has held positions as a portfolio manager, risk manager, and chief investment officer at various investment firms. His experience has given him a diverse perspective on the markets, and he brings a wealth of knowledge to his work.

David takes a disciplined approach to investing, focusing on long-term goals and value for clients. He is always seeking to understand the big picture to make informed decisions for his clients. David is passionate about helping people achieve their financial goals and is dedicated to providing exceptional service to his clients.