Location: HONG KONG

David Morgan

Email: dm@templaradvisors.com

David joined Templar in late 2013 after a successful 22 year career in investment banking. David coaches at all levels, across multiple product lines for a broad range of financial institutions.

Over his 22 year career in investment banking David specialised in institutional equity research sales, equity research product management and institutional account management and worked at a number of leading international and Asian banks, including nine years at Baring Securities, eleven years at Merrill Lynch and latterly, two years at Nomura International. He has a deep knowledge of Asian financial markets and a broad understanding of the cultural diversity in Asia. His career has seen him posted to Australia, Japan, Singapore and Hong Kong.

David has a Master of Counselling and a Bachelor of Arts degree from Monash University, a Kaplan Post Graduate Diploma in Financial Planning and Applied Finance and is MBTI and Hogan certified.

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