Senior Vice President
San Francisco, United States

Biography

David leads Celent's Securities & Investments practice. He directs the overall research agenda across capital markets, wealth and asset management, and risk and compliance.

David's own research focuses on themes of strategic importance in the securities sector, including the digital transformation of capital markets, innovative technology solutions, and the deployment of emerging technology across securities operations. Recent bespoke work involves advising clients on developing new technology strategies, platforms and market infrastructures. He has also advised strategic and private equity investors on technology trends.

David has been widely referenced in the press, including Bloomberg, Financial Times, and CNBC. He is a frequent speaker at industry events (SIBOS, ISITC, and Trade Tech) and Celent client events in San Francisco, Silicon Valley, London, New York, and Tokyo.

Before Celent, David was a director of strategy at Charles Schwab. Prior to this role, he has held positions at Celent as an analyst focusing on technology in capital markets. He has also held analyst and research roles at Raymond James & Associates and Friedman, Billings, Ramsey.

David received his BA and MBA from Vanderbilt University. He is also a Chartered Financial Analyst and a member of the CFA Society of San Francisco.

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