Portfolio Manager
Current
Mar 2024 - Present
AeroLeads people directory · profile
David Seager, Cfa Email & Phone Number
Portfolio Manager
at
Elston
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 100%
Current company
Role
Portfolio Manager
Location
Brisbane, Queensland, Australia
Company size
Who is David Seager, Cfa? Overview
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Quick answer
David Seager, Cfa is listed as Portfolio Manager at Elston, a with 84 employees, based in Brisbane, Queensland, Australia. AeroLeads shows a matched LinkedIn profile for David Seager, Cfa.
David Seager, Cfa previously worked as Associate Portfolio Manager at Elston and Investment Analyst at Elston. David Seager, Cfa holds Cfa, Passed All Levels On First Attempt from Cfa Institute.
Company email context
Email format at Elston
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Elston
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Profile bio
About David Seager, Cfa
David Seager, Cfa is a Portfolio Manager at Elston. He possess expertise in investments, customer service, wealth management, insurance, account management and 16 more skills. He is proficient in English.
Listed skills include Investments, Customer Service, Wealth Management, Insurance, and 17 others.
Current workplace
David Seager, Cfa's current company
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Elston
9 roles
David Seager, Cfa work experience
A career timeline built from the work history available for this profile.
Associate Portfolio Manager
Oct 2022 - Mar 2024
Investment Analyst
Aug 2020 - Dec 2022
Third Party Funds Analyst
- Responsible for listed equity Buy List across all major regions.- Supported alternative investment process particularly during IPOs.- Monitor existing funds on the Buy List, with maintenance research delivered to internal clients.- Conduct quantitative and qualitative research on additional or replacement investments.- Arrange and lead face-to-face meetings with portfolio managers.- Managed a multi-asset Fund of Funds
Apr 2019 - Mar 2020
Financial & Markets Analyst
Responsible for revenue performance reporting, budgeting, cost reporting and energy market analysis. Provided sales process support when TMX acquired Trayport in December 2017.Key Experience:- Analyse monthly revenue and deliver monthly KPI presentations to senior management.- Produce Euro Commodities Market Dynamics Report.- Build complex financial models in Excel to budget and forecast client revenues.- Ad hoc client and business analysis for internal clients.
Feb 2017 - Mar 2019
Investment Analyst
Managed model portfolios dictating how client capital was invested. Member of the Investment Committee; initiated projects to improve investment research process, portfolio construction and client reporting.
Aug 2014 - Oct 2016
Investment Adviser
Provided investment advice to retail clients in pension accounts, family trusts and personal accounts.
Sep 2013 - Oct 2016
Adviser Support
Mar 2011 - Sep 2013
Accounts Manager
The Zenergy Group
Management of client accounts, cash flow and budgeting.
Aug 2008 - Jan 2011
Team & coworkers
Colleagues at Elston
Other employees you can reach at elston.com.au. View company contacts for 84 employees →
WH
Will Howard, Cfa
Colleague at ElstonLondon, England, United Kingdom
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CF
Cameron Felice Cfp®
Colleague at ElstonGreater Brisbane Area, Australia
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SC
Susan Chenoweth Pmesa
Colleague at ElstonBrisbane, Queensland, Australia
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JN
Jana Neherova
Colleague at ElstonQueensland, Australia
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PV
Peter Vlachos
Colleague at ElstonMelbourne, Victoria, Australia
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BW
Bruce Williams, Cfa
Colleague at ElstonGreater Brisbane Area, Australia
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KB
Kelsi Blumson
Colleague at ElstonCanberra, Australian Capital Territory, Australia
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AK
Artur Kurnikov
Colleague at ElstonGreater Brisbane Area, Australia
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RF
Ramon Felstead
Colleague at ElstonQueensland, Australia
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JM
Joseph Mccarthy, Cfa
Colleague at ElstonSydney, New South Wales, Australia
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Will Howard, Cfa
Colleague at ElstonLondon, England, United Kingdom
View →
CF
Cameron Felice Cfp®
Colleague at ElstonGreater Brisbane Area, Australia
View →
SC
Susan Chenoweth Pmesa
Colleague at ElstonBrisbane, Queensland, Australia
View →
JN
Jana Neherova
Colleague at ElstonQueensland, Australia
View →
PV
Peter Vlachos
Colleague at ElstonMelbourne, Victoria, Australia
View →
BW
Bruce Williams, Cfa
Colleague at ElstonGreater Brisbane Area, Australia
View →
KB
Kelsi Blumson
Colleague at ElstonCanberra, Australian Capital Territory, Australia
View →
AK
Artur Kurnikov
Colleague at ElstonGreater Brisbane Area, Australia
View →
RF
Ramon Felstead
Colleague at ElstonQueensland, Australia
View →
JM
Joseph Mccarthy, Cfa
Colleague at ElstonSydney, New South Wales, Australia
View →
4 education records
David Seager, Cfa education
Cfa, Passed All Levels On First Attempt
Cfa Institute
Advanced Diploma Of Financial Services, Finance, General
Bachelor Of Business
A Levels
Peterhouse, Zimbabwe
FAQ
Frequently asked questions about David Seager, Cfa
Quick answers generated from the profile data available on this page.
What company does David Seager, Cfa work for?
David Seager, Cfa works for Elston.
What is David Seager, Cfa's role at Elston?
David Seager, Cfa is listed as Portfolio Manager at Elston.
Where is David Seager, Cfa based?
David Seager, Cfa is based in Brisbane, Queensland, Australia while working with Elston.
What companies has David Seager, Cfa worked for?
David Seager, Cfa has worked for Elston, Sarasin & Partners Llp, Trayport, Templetons Financial, and The Zenergy Group.
Who are David Seager, Cfa's colleagues at Elston?
David Seager, Cfa's colleagues at Elston include Will Howard, Cfa, Cameron Felice Cfp®, Susan Chenoweth Pmesa, Jana Neherova, and Peter Vlachos.
How can I contact David Seager, Cfa?
You can use AeroLeads to view verified contact signals for David Seager, Cfa at Elston, including work email, phone, and LinkedIn data when available.
What schools did David Seager, Cfa attend?
David Seager, Cfa holds Cfa, Passed All Levels On First Attempt from Cfa Institute.
What skills is David Seager, Cfa known for?
David Seager, Cfa is listed with skills including Investments, Customer Service, Wealth Management, Insurance, Account Management, Retirement Planning, Relationship Management, and Financial Analysis.
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