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David Cassidy

Head of Investment Strategy at Wilsons Advisory
David Cassidy

David joined Wilsons in 2020 as Head of Investment Strategy after having spent more than 25 years as one of Australia’s leading investment strategists. He is currently a member of the Craigs Investment Committee.

He is responsible for overseeing the development of Wilsons’ global and domestic investment strategy, including asset allocation strategy, equity portfolio strategy and the selection of external fund managers across all asset classes to guide the firm’s model portfolios.

Prior to joining Wilsons, David was a Managing Director and Head of Investment Strategy at UBS Australia Investment Banking where he provided research and advice on equity strategy, asset allocation, portfolio construction and portfolio risk management.

  • BEcon (Honours) and MBus