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Senior Research Analyst

David joined CastleArk in January 2022 as a Senior Research Analyst on the Large Cap Growth team. David is responsible for coverage of the Consumer Discretionary, Consumer Staples and Communications Services sectors, in addition to contributing to the portfolio management process.

David joined CastleArk from Aviva Investors where he was a Senior Equity Analyst and Portfolio Manager. Prior to Aviva Investors, David was a Senior Equity Analyst at Colorado PERA. David joined Colorado PERA after spending five years working in the investment bank of J.P Morgan, first in Investment Banking/M&A and later in Institutional Equity Sales. Prior to earning his MBA, David worked in accounting and consulting.

Experience

  • CastleArk Management
    • Senior Research Analyst
  • Aviva Investors
    • Portfolio Manager
    • Senior Analyst
  • Colorado PERA¬†
    • Portfolio Manager
    • Senior Equity Analyst
  • J.P. Morgan
    • Institutional Equities
    • Investment Banking/M&A
  • FPL Associates
    • Senior Consultant
  • Arthur Anderson
    • Senior Consultant

Education

  • University of Notre Dame
    • MBA, Finance & Management – 2003
    • BBA, Accountancy – 1997

CastleArk Management, LLC is a registered investment advisor registered with The Securities and Exchange Commission under the Investment Advisers Act of 1940.

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