CALEDONIA WEALTH MANAGEMENT - Key Persons
Job Titles:
- Certified Financial Planner
- CFP®, RFC® - Co - Founder
David is a Certified Financial Planner professional and a Registered Financial Consultant. In addition to his extensive experience in the wealth management industry, he brings expertise from a diverse background to the industry.
Beginning his career in Environmental Science at St. Andrews University, David went on to work for several years in a research capacity for various government agencies including NASA, DOD, EPA and NSA. It is from here that his passion for sustainable investing emerged and the drive to find ways of integrating this into the financial world.
A UK citizen, David brings international experience to wealth management services and investment opportunities, and serves as a member of the EAME (Europe/Africa/Middle East) focus group for the National Financial Planning Association that specializes in educating financial advisors in cross border planning issues.
David is involved in a number of local philanthropic causes, and is an active member of the Boulder athletic community. He shares a passion for endurance sports that includes ultra running, Ironman triathlons and any sport held in the mountains. He also maintains a love for all things Scottish (and yes, this includes haggis).
David can be reached via email here.
Tim entered the wealth management profession in 1996. He began his career at a small wealth management firm where he was a key member of a team that achieved a tenfold growth in assets under management. Along the way he reached partner level and served many of the firm's highest net worth clients.