David Smith Email & Phone Number

Vancouver, British Columbia, Canada

Pinnacle Fund Services is an owner-managed company delivering a boutique approach to accounting, administration and transfer agency services for investment funds, management companies and general partners. We don’t believe bigger is better. Our business strategy is built around a nimble, flexible and responsive team of really smart people who know how to deliver results. The markets move fast; so do we, with accuracy and efficiency. It’s our promise and it’s how our clients describe what we do.David is responsible for the delivery of fund administration services to Pinnacle's clients and investors, the development of Pinnacle’s technology platform and operating systems and the strategic and business development of the company.

Canada

The CFA Institute Presidents Council is made up of a chair and an elected representative from each society region. These PCRs facilitate communication between member societies and the Board of Governors. In Canada, the PCR represents all 12 CFA Societies and their 18,000 members.

Canada

CFA Societies Canada is a collaboration of CFA Institute and the 12 Canadian member societies, whose mission is to build brand awareness of the CFA designation and to advocate for the highest standards of integrity and ethics for the ultimate benefit of Canadian investors.​CFA Institute is the global body that administers the Chartered Financial Analyst® exam and sets voluntary, ethics-based performance-reporting standards for the investment industry. CFA Institute is a global, non-profit professional association of more than 146,000 investment practitioners and educators in 148 member societies. CFA Institute and its member societies work together to achieve a common vision - to advance ethical decision making and rigorous educational standards throughout the investment p​rofession, along with protecting and promoting the CFA designation.

Vancouver, Canada Area

Responsible for the financial stewardship of the Cathedral.

Vancouver, Canada Area

I am proud to have served on the Board of CFA Society Vancouver for 6 years, the past 2 as President. CFA Society Vancouver, formerly The Vancouver Society of Financial Analysts (VSFA), was founded in 1965, is a local Society within CFA Institute, the leading professional organization for financial analysts and portfolio managers.CFA Society Vancouver's membership consists of over 1,483 regular and affiliate members representing a wide range of companies. The vast majority of our members are in the financial and investment industries holding various positions such as investment counselors, pension fund managers, portfolio managers, financial analysts, investment bankers, corporate bankers, and treasury managers.

Charlotte, North Carolina Area

Founder of Pinnacle Fund Administration LLC.

Bermuda

Responsible for the administration of a portfolio of Hedge Funds.

Bermuda

Auditor of offshore Hedge Funds

Vancouver, Canada Area

Auditor in Vancouver, BC

Cfa Designation, Financial Analysis

Ca, Accounting

Activities and Societies: Chartered Accountant

Bachelor Of Arts, Economics

Education record