David Trofa

Head of Operations

As Head of Operations my key focus is on managing Montgomery’s outsourcing arrangements, best execution, cashflow management, market intelligence and brokerage management.
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ABOUT David

Head of Operations

David joined Montgomery as Head of Operations in October 2018.
 
David has over 13 years’ experience in the Asset Management and Services Industry. Previously, he spent over eight years at Lazard Asset Management working in the Portfolio Implementation team and progressing to Head of Operations. Before this, David worked at State Street for over five years as a Senior Associate in the Investment Manager Services group.
 
David is a CFA® charterholder and holds a Bachelor of Commerce from Macquarie University.


Chairman and Chief Investment Officer
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Chief Executive Officer
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Head of Distribution
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Portfolio Manager and Head of Fundamental Research
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Portfolio Manager
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Portfolio Manager
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Head of Communications
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National Account Manager
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National Account Manager
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National Account Manager
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Head of Operations
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Communications Coordinator
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Account Manager – Private Clients
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Director, Senior Analyst and Head of Quantitative Research
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Joint Portfolio Manager
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Have a question? Chat to one of our team members today.

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David Buckland
Chief Executive Officer
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Toby Roberts
Account Manager – Private Clients
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