David Ness

Senior Director

David is a senior director and client consultant for bfinance US. With over 20 years of investment management and financial services history, he brings a wealth of experience to the client consulting position at bfinance.

Prior to joining the team at bfinance, he launched the institutional business line for Crescent Grove Advisors where he also was a member of the model portfolio and investment committees. David served in several investment roles within BMO Global Asset Management and M&I Investment Management Corp. With BMO/M&I, he held positions as an institutional portfolio manager, financial analyst, and interim Treasurer of the Marshall Funds. David began his career with Waterhouse Securities where he held roles as an investment consultant and advisor.

David earned his MBA from Marquette University and his undergraduate degree from the University of Wisconsin – Green Bay in Economics. David is a member of the CFA Society of Milwaukee.

Ian Lyu

Director, Client Consulting

Ian possesses more than eight years of experience in the investment management industry. He began his career at Perpetual, one of Australia’s largest asset management firms, and prior to joining bfinance, he worked at a placement agent, specialising in connecting alternative investment managers with institutional investors across Australia.

Ian joined bfinance in February 2025 as a Client Consultant, working out of our Sydney office, where he focuses on enhancing the firm’s presence in Australia and New Zealand. He holds a Bachelor’s degree in Applied Finance from Western Sydney University.

Markus Steinby

Director, Client Consulting

Markus is a Director and client consultant for bfinance in the Nordics, where he supports a range of investors in making better informed investment decisions across asset classes. With more than 20 years of experience from global investment markets across public and private asset classes, he has gained hands-on experience from managing investment processes, manager selection and due diligence, investment analysis and equity research provides. Before joining bfinance in 2025, Markus has held senior roles at MSCI, Aberdeen Asset Management and SEB, among others.

Yohei Omichi

Senior Director, Client Consulting

Yohei is the Head of Japan and a Senior Director at bfinance, where he leads the firm’s presence in the Japanese market and supports institutional investors in making well informed decisions across a broad range of asset classes. With more than two decades of experience in the investment industry, he has developed deep expertise in client engagement and portfolio solution. Before joining bfinance, Yohei spent 11 years at BlackRock in client-facing roles and 8 years at Mitsubishi UFJ Trust and Banking, gaining extensive hands-on experience in client engagement. He holds a degree from Keio University.