David Potts
BSc (Hons)
David joined Spence as a graduate in 2018. His current role is as an Investment Analyst working alongside his Actuarial colleagues. He has experience with managing asset transitions, manager research, asset-liability modelling and monitoring investment performance of clients’ asset strategies. David is currently managing our ongoing Implementation Statement project, monitoring and assessing how fund managers have followed Trustee voting and engagement policy.
David is a CFA charter holder, passing all three CFA Program examinations in three consecutive years. . He has a First-Class Honours Degree in Mathematics from Heriot Watt University.