David Marshall, CFA
How I Help Our Clients
My work is focused on ensuring that Vestcap’s investment strategy and operational processes keep the firm at the forefront of industry change. This involves continuously trying to improve client outcomes while simultaneously making Vestcap even more efficient for clients and the team. Results are always centered around improving client outcomes.
My Credentials and Experience
I joined Vestcap in the summer of 2020 and have worked in the investment industry for more than five years, specifically in investment management, manager selection, and individual company analysis. I hold a Bachelor of Administrative Studies degree (with Honors) from York University, where I graduated with the Summa Cum Laude distinction; a Master of Finance degree from Queen’s University in 2013; and I attained the CFA charter in 2017. Prior to joining Vestcap I was most recently an Investment Strategist at Echelon Wealth Partners.
When I’m not in the office, you will find me reading something, somewhere.