David Samuels

David builds and develops bespoke financial models for a wide variety of new and existing projects to maximise investment value, test scenarios, and appraise strategy viability.

He has previously worked as a portfolio analyst for a HNW family office where he advised on multi-asset portfolio makeup, and at a mid-sized accountancy practice where he led teams focusing on the financial services sector. He has also passed the three levels of the Chartered Financial Analyst (CFA) qualification.