David Leon, a Certified Portfolio Manager®, has held multiple high-level roles including Director, Goldman Sachs JBWere; Executive Director, Morgan Stanley; and Governor at the American Chamber of Commerce. David was featured in the top six of Barron’s Top 50 advisors in 2018, has achieved FINRA Series 7 (USA), Accredited Derivatives Adviser Level 2, a Graduate Certificate in Applied Finance, and finally an Advanced Diploma of Financial Services (Financial Planning). David graduated from Northwestern University (Chicago, USA), holds a CPM certification from Columbia University (New York, USA) & Academy of Certified Portfolio Managers, and is a former Adelaide Symphony Board member.