As Pinnacle’s Managing Director and founding partner, David is responsible for the delivery of fund administration services to Pinnacle clients and their investors, the development of Pinnacle’s technology platform and operating systems and the strategic and business development of the company. Prior to founding Pinnacle, David was the founding partner of Pinnacle Fund Administration LLC in the United States, which was subsequently sold to Apex Fund Services. David began his career with Grant Thornton in Vancouver and then worked in Bermuda, first at Ernst & Young and then at Prime Management Limited.

David is a Chartered Accountant, holds a Bachelor of Arts degree in Economics from Queen’s University and holds the Chartered Financial Analyst designation. David is the past President’s Council Representative for Canada to the CFA Institute, the past chair of CFA Societies  Canada, and is the past president of CFA Society Vancouver.  David was awarded the Volunteer of the Year Award from the CFA Institute in 2017 and from CFA Society Vancouver in 2023.