David Stearn
Chief Executive Officer at Affinity Private Wealth- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
St. Helier, JE
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Experience
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Affinity Private Wealth
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Jersey
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Financial Services
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1 - 100 Employee
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Chief Executive Officer
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Jan 2018 - 6 years
Jersey, United Kingdom
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Managing Director Investments
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Oct 2011 - 12 years 3 months
Jersey, United Kingdom Affinity is a private investment and wealth planning company helping families and individuals preserve and enhance their assets for themselves or across generations. We manage investments, providing the necessary wealth and tax structures to meet clients specific needs incorporating the use of trusts and companies when appropriate.
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Head of Private Banking
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Sep 1999 - Sep 2011
A Private Bank with offices in London, Jersey, Isle of Man and South Africa, part ofthe Old Mutual Group.
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RBS
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Russian Federation
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Business Consulting and Services
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1 - 100 Employee
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Manager, Corporate Markets
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1985 - 1999
Responsible for corporate debt structuring.
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Education
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The University of Manchester
Bachelor of Science - BS, Banking, Corporate, Finance, and Securities Law -
Westcliff High School for Boys
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westcliff high school for boys
Community
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