Direct Investment Analyst
As a Direct Investment Analyst, David provides direct investment analysis and recommendations to the team. He also oversees our proprietary risk analysis programs to support investment decisions. David is also a member of the firm’s investment committee and responsible for performance reporting, benchmark selection and capital market assumptions. He holds a BA from Stanford University, a master’s degree from Loyola Marymount, and is a CFA® charter holder. Prior to joining The Mather Group, David ran a successful investment management firm for nine years.