🡸Back to Our Team


David Medici

Investment Operations Specialist

As an integral part of the Middle Office Services Team (“MOST”), David helps support client performance reporting and the processing of alternative asset transactions. He serves as a liaison between the Investment and Relationship Management teams. David is also responsible for proxy voting and the rebalancing and compliance of client portfolios.  

In his role he collaborates with the Investment Team to set up and maintain models as well as offer trade logic in appropriate internal systems. David supports the Relationship Management Team by running analysis and providing explanation for trade recommendations.

David received his Bachelor of Science in Business Administration with honors from Drexel University, LeBow College of Business.