David M. is an experienced finance professional currently serving as a chargé d’enseignement at Financia Business School, where responsibilities include teaching master's students about methodology, analysis, and practical case recommendations in wealth management. Simultaneously, David M. works as a private banker at LCL Banque Privée, managing a portfolio of 100 million euros while providing financial and wealth management advice. Previous roles include wealth advisor at Montrachet Finance et Patrimoine, with expertise in wealth engineering and fiscal assistance, and a commercial lead at Easy Boat Booking, where strategies for client engagement and retention were successfully implemented. David M. holds an MBA in Wealth Management and Real Estate from Financia Business School and a Bachelor's degree in Applied Mathematics from Université Côte d'Azur.
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