As an analyst for the Whole Loan Group, David’s primary responsibilities include whole loan portfolio valuation, loan sale and participation strategies, risk analysis and the analysis of mortgage servicing rights portfolios. He also supports the software used for our in-house models, along with data processing and file transfer.
In 2010, David joined Morgan Keegan, acquired by Raymond James in 2012, as a portfolio accountant. In 2013, he moved to Fixed Income Research, where he worked as a total return analyst developing strategies for insurance companies and money managers.
David is a CFA® charterholder and holds a bachelor’s degree in finance from the University of Arkansas.