Capital Group
David Halfpenny, CFA, has a diverse background in investment and financial services, currently serving as a Senior Investment Product Specialist at Capital Group since March 2018, following various roles including Investment Product Specialist and Portfolio Implementation Specialist. Prior experience includes positions at Morgan Stanley from October 2014 to March 2018, where David held roles as an Associate and Wealth Management Analyst. Prior to that, David worked at the Student Loans Company as a Market Intelligence Analyst and Finance Assessor from September 2012 to October 2014, and at Levy Restaurants as a Team Leader from March 2011 to August 2012. David holds an M.Sci in Mathematics from the University of Glasgow, earned in 2010, and attended Lenzie Academy from 1999 to 2003.
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