David McCallum

Director, Specialised Wealth and Alternatives
David  McCallum
About

David joined the investment banking team at Craigs in 2010. Prior to this he undertook the same role at ABN AMRO for 12 years. He started his career at Bank of New Zealand in the Funds Management team covering equities research and asset allocation.

In 2023 he transferred to the Specialised Wealth Advisory Team providing portfolio advice and implementation to our larger clients. David also works on our alternative assets programme, including sourcing access to private equity, infrastructure and private credit investments.

David has an MCA (Hons) in Accountancy and Finance from Victoria University. He is also a CFA Charterholder, a member of the CFA Institute and a past President of CFA Society New Zealand. He is also a director of Craigs Investment Partners, and on the boards of New Zealand Social Infrastructure Fund Limited and Purpose Capital GP Limited.

Qualifications
  • MCA (Hons)
  • CFA