David Iosfin, CIPM, has extensive experience in client reporting and investment performance analysis, having worked at prominent financial institutions. David began the career as a Private Bank Intern at Citi in 2007, contributing to a key project on client database restructuring. Subsequently, David served as a Senior Client Reporting and Investment Performance Analyst at Citi from 2014 to 2016, where responsibilities included maintaining client reporting for wealth management firms using the OpenWealth product. Prior experience includes a role at Morgan Stanley as an Intermediate Client Reporting & Investment Performance Analyst, focusing on investment performance reporting for Private Wealth advisory teams. Currently, David holds the position of Senior Principal Consultant at ACA Group, providing GIPS verification and consulting services to investment managers globally. David's educational background includes a Bachelor of Science in Finance from the State University of New York at Buffalo and a Certificate in Investment Performance Measurement from the CFA Institute.
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