David Freeman, CFA
Partner & Researcher at Adrian Lee & Partners- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
London, England, United Kingdom, UK
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Credentials
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Passed CFA Level III exam
CFA InstituteJun, 2017- Oct, 2024 -
Passed CFA Level II exam
CFA InstituteJun, 2016- Oct, 2024 -
Passed CFA Level I exam
CFA InstituteDec, 2015- Oct, 2024 -
Investment Management Certificate (IMC)
CFA InstituteMay, 2013- Oct, 2024
Experience
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Adrian Lee & Partners – Active Asset and Currency Management
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United Kingdom
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Investment Management
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1 - 100 Employee
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Partner & Researcher
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Sep 2018 - Present
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Lombard Odier Investment Managers
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Switzerland
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Financial Services
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200 - 300 Employee
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Junior Portfolio Manager - Multi Asset
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Sep 2015 - Aug 2018
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Aon
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United Kingdom
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Financial Services
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700 & Above Employee
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Investment Consulting Summer Analyst
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Jun 2014 - Aug 2014
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Morgan Stanley
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United States
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Financial Services
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700 & Above Employee
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Analyst, Fixed Income Sales Division
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Jun 2012 - Sep 2013
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McKinsey & Company
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Business Consulting and Services
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700 & Above Employee
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Discover 2012
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Apr 2012 - Apr 2012
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Armajaro Asset Management LLP
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United Kingdom
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Investment Management
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1 - 100 Employee
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Summer Intern
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Jun 2011 - Aug 2011
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Education
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2014 - 2015
Imperial College London
Master of Science (MSc), Investment and Wealth Management -
2010 - 2014
University of Bath
Bachelor of Science (BSc), Economics -
2004 - 2010
Canford School
Community
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