David Mair, CFA

David Mair, CFA has a work experience spanning over several years. David began their career in 2011 with a work experience at Barclays Wealth and Investment Management. In 2016, they joined London Wall Partners LLP as a Senior Associate, where they provided advice on various aspects of clients' personal financial situations and implemented and monitored financial and investment advice. Currently, they serve as a Portfolio and Client Analyst at Y TREE, a company specializing in providing financial life intelligence. They offer insights into clients' financial profiles without selling any products.

David Mair, CFA, holds a Bachelor of Arts degree in Economics from The University of Edinburgh, which they obtained from 2012 to 2016. Prior to that, they completed their high school education at Hutchesons' Grammar School from 1999 to 2012. David has obtained several additional certifications, including the Chartered Financial Analyst (CFA) designation from the CFA Institute in 2023. David also holds the Chartered Financial Planner certification from the Chartered Insurance Institute, which they earned in 2021. In 2021, David passed the CFA Level II exam. David has further obtained the Advanced Diploma in Financial Planning from the Chartered Insurance Institute in 2019, as well as the CFA Level I certification in the same year. David's additional certifications also include the Certificate in Discretionary Investment Management, Certificate in Securities Advice and Dealing, and Diploma in Regulated Financial Planning, all from the Chartered Insurance Institute, which they obtained between 2017 and 2018.