Managing Director, Head of Wealth and Markets
Prior to taking up his current role, David worked in the Institutional Equities team for seven years, covering both domestic and international institutions. He also managed investor engagement and investor relations programmes for several large corporate clients.
Before joining Jarden in 2009, David was Managing Principal and Head of Equities at Citigroup Global Markets (NZ). While at Citigroup, he held a variety of global equity sales roles in Melbourne, Sydney, Hong Kong, Tokyo and New York. He was previously Managing Director at ANZ Securities.
David enjoys working collaboratively with clients and advisers to create value-added solutions. He is an Authorised Financial Adviser and holds a BBus (Accounting & Finance) from Massey University. He is also the Deputy Chairman of the Securities Industry Association, an industry body that represents the collective interests of NZX member firms.
David’s interests include art, food and wine and in his down time he enjoys sailing, golf, tennis and fishing.
Lisa’s primary responsibility is to assist her team of wealth management advisers in providing a Discretionary Investment Management Service (DIMS) to the team’s clients. Lisa’s ability to quickly build trust and rapport with the team’s clients ensures communication is clear, concise, timely and professional at all times.