David Choi
About David Choi
David Choi is a Vice President and Portfolio Manager who holds the CFA designation.
David Choi Vice President Portfolio Manager
David Choi currently serves as Vice President and Portfolio Manager. In this role, he oversees investment portfolios, strategizes for optimum asset performance, and ensures compliance with financial regulations. As a Vice President, he holds a leadership position that involves substantial decision-making responsibilities. Portfolio Managers are critical in managing clients' investment funds, balancing risk against performance, and consistently assessing market trends.
David Choi CFA Designation
David Choi holds the Chartered Financial Analyst (CFA) designation. This credential is globally recognized and indicates a high level of competence and ethical standards in the fields of investment management and financial analysis. The CFA charter is awarded to finance and investment professionals who have completed the CFA program and met the required work experience. It emphasizes expertise in financial ethics, investment research, portfolio strategy, and analytical skills.