David Balmon, Cfa
About David Balmon, Cfa
David Balmon is a Senior Private Banker and Executive Vice President at Lombard Odier Group, where he has worked since 2008. He has held various leadership roles in advisory and client portfolio management throughout his career, including positions at UBS Wealth Management.
Work at Lombard Odier
David Balmon has been with Lombard Odier Group since 2008, currently holding the position of Senior Private Banker and Executive Vice President. His tenure at Lombard Odier spans 16 years, during which he has contributed to various aspects of private banking and client advisory services.
Previous Experience at UBS Wealth Management
Before joining Lombard Odier, David Balmon worked at UBS Wealth Management for nine years. He served as Executive Director and Head of Active Portfolio Advisory from 1999 to 2008. His role involved overseeing portfolio management strategies and client advisory services.
Leadership Roles in Advisory Services
David Balmon held significant leadership positions in advisory services throughout his career. He served as Head of Advisory from 2010 to 2013 at Lombard Odier, and prior to that, he was the Head Key Clients Advisory from 2008 to 2010. His responsibilities included guiding client portfolio specialists and enhancing advisory strategies.
Education and Expertise
David Balmon studied at the CFA Institute, where he focused on finance and investment management. He also pursued studies in Management from 2001 to 2003. His educational background supports his expertise in private banking and investment advisory.