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.

Guy is a Director within the client consulting team having moved to Chicago to assist in the growth of our US business. He was previously in the Private Markets research team based in London where he focused on infrastructure, real estate and other real asset strategies such as agriculture and timber. He joined from JLT Investment Consulting, where he was an Investment Consultant and Head of Alternatives Manager Research, advising clients on portfolio construction and manager selection across alternative asset classes. Guy graduated with an Economics degree from Rollins College having also spent part of his course studying in Shanghai, China.

Les oversees the business development and relationship management of bfinance in Canada. Les has worked in financial services for over 30 years, with more than two decades of experience in asset management. Prior to joining bfinance in 2017 he held a number of senior roles at Scotiabank (Managing Director, Head of Cap Intro and Hedge Fund Consulting, Head of Global Alternative Asset Group) and Scotia Capital (Managing Director). He began his career at Royal Bank of Canada and RBC Capital Markets. Les holds an MBA from York University and a Bachelor of Arts from University of Toronto, Trinity College.

Philip Coté is a Director at bfinance Canada. Philip has more than 16 years of financial services industry experience across institutional investment consulting, manager research and product development roles. Prior to joining bfinance Philip was a Director at Pavilion Alternatives Group where he led manager research and due diligence assignments in the area of private markets investment, with a focus on real estate, infrastructure and private debt. Earlier in his career Philip worked at CIBC Asset Management and National Bank. Philip is a CFA charter holder and holds the FRM designation. He completed a Bachelor of Commerce at Concordia University and a graduate certificate at McGill University.

Mal has over 20 years of portfolio investment research, measurement, analysis, benchmarking and risk management experience.

Mal joined bfinance from MSCI where he was Executive Director, EMEA Client Coverage, overseeing client support for 600+ investment portfolios (AUM approximately 1 trillion USD); helping their teams get the most from analysis and make informed investment decisions. Mal has extensive experience of portfolio investment measurement, analysis, and risk management; client service management including organisational design; and product research & design.  Prior to MSCI, Mal was a Director of UK & Ireland at IPD, a Research & Strategy Analyst at M&G and a Risk Analyst at Bristol & West. Mal was also an Associate Tutor of Portfolio Performance Measurement at the College of Estate Management, Reading University.

Sam Gervaise-Jones is head of client consulting for the UK and Ireland. Sam has over 20 years of experience in financial markets. He joined bfinance in 2004 where, as a Senior Associate in the research team, Sam advised clients on manager selection in a wide range of asset classes. Since 2007 Sam has been responsible for relationships with many of bfinance’s largest Corporate and Local Authority Pension clients in the UK. More recently, Sam led the expansion of bfinance into the US and bfinance’s activities with the LGPS Pooling organisations. In 2020, Sam was appointed as Independent Adviser to Cambridgeshire Pension Fund.  Prior to bfinance, Sam spent 4 years with Standard & Poor’s in their fund rating business. Sam holds the CFA charter, IMC and Series 7, 24, 62 and 79 designations in addition to an MA (Oxon) in Mathematics from the University of Oxford.

Jill is a Senior Director and client consultant working with bfinance’s institutional clients in the UK. Prior to joining in 2018, Jill was an Executive Director at MSCI heading up their Real Estate client coverage team in Europe working with asset owners and managers across their multinational portfolios.

Neil is a director within the client consulting team, joining bfinance in early 2018 to focus on the Insurance Market. Neil has had a long career in the banking and asset management industries, including 20 years covering insurance clients. Prior to bfinance, Neil has worked for Conning Asset Management, Credit Agricole Corporate and Investment Bank, Fortis Bank and Barclays, as well as a period teaching financial professionals about Non-Bank Financial Institutions. He has a BSc (Hons) from the University of Bristol.

Olivier is in charge of business development with European and North-African French-speaking Institutional Investors. Prior to joining bfinance in 2006, Olivier was Institutional Key Accounts Manager with the French asset manager OFI Asset Management, where he started in 1999. Before, he held Product Specialist and Marketing roles within the asset management division of Banque Worms. He graduated with a Master in Management from Toulouse Business School in 1992 and holds the Chartered Alternative Investment Analyst (CAIA) designation.

Ori Gotfrid oversees the bfinance operations in Germany and in German speaking Switzerland and Austria. Ori has over 20 years experience in banking and fund management advisory gained prior to joining bfinance with Adam Unternehmensberatung and Metzler Consulting. He joined bfinance in 2001 where he has build up the bfinance German business. Ori holds an MBA from European Business School and was a Research fellow at the Kyoto School of economics.

Marco is a client consulting director based in bfinance’s Munich office covering clients in the DACH and CEE region. Prior to joining bfinance, he was a Vice President and Account Manager for PIMCO, focusing on client servicing for DACH and CEE region. He has also held internship roles at Deutsche Bank Asset and Wealth Management in Frankfurt and Credit Suisse in Zurich. Marco is a CFA charterholder, holds a CEMS Master’s in International Management and has a master's degree in finance from Copenhagen Business School. He received his undergraduate degree from the University of Maastricht.

Ottavia is responsible for advisory services for Italian institutional clients and has been part of the advisory team of bfinance since 2007 based first in London and then in Rome. Ottavia previously worked for Goldman Sachs in London for Italian institutional clients and began her career as an analyst in the Private Wealth Management division of Morgan Stanley in Milan. Ottavia also has experience in the hotel industry. She holds a BA (Hons) from University College London and a Postgraduate Diploma in Business Studies from the London School of Economics.

Janessa joined bfinance in February 2020 as part of the Client Consulting team. She was previously Deputy Director of Investor Relations at Institutional Investor. She works with clients in Sweden, Norway, Finland, Iceland and Denmark.

Frans joined bfinance's London office in early 2007 as part of the research and development team where he worked with institutional investors from around the world to deliver their manager search and selection mandates. At the beginning of 2009, Frans moved across to business development side in order to focus on the Dutch and Belgian institutional Investor market. Frans joined bfinance from ING in The Hague where he had been based since 2001, latterly in their Fixed Income and Corporate Treasury department managing liquidity, foreign exchange and interest rate risks for ING Insurance Holding. Prior to that, Frans worked as a portfolio manager for institutional clients with ING Investment Management. Frans is a CFA, CAIA FRM and FDP charterholder and holds an MScBA from Erasmus University Rotterdam.

Frithjof has over 15 years of experience in the investment management industry. Frithjof started his career with eVestment, a global provider of institutional investment manager data and analytics. Frithjof held numerous roles at eVestment, which included opening and managing their offices in Australia and Hong Kong from 2009-2014. Frithjof joined bfinance in March 2016 as a Director of the Australian office. Frithjof holds a Masters degree in Economics and Finance from the University of Edinburgh, and is a CFA charterholder.

Sebastian works as a business development director for Australia and New Zealand. Sebastian has worked in financial services for over 10 years, specialising in asset management. Prior to joining bfinance in 2022, Sebastian was a business development manager for Australia’s oldest placement agent, Shed Enterprises, where he represented fund managers across the asset class spectrum. He holds a Graduate Certificate in Applied Finance from Macquarie University and a Bachelor of Arts from Monash University.

Alex is a Managing Director at bfinance focused on developing relationships in the Middle East and Africa. Previously, Alex worked with Robeco Middle East in Bahrain and was responsible for relationships in Central Asia and Africa. Alex holds a BA in Modern Languages from Bristol University.

Amir is a Director at bfinance focussed on developing relationships in the Middle East & Asia. He joined bfinance in 2015 initially working closely with both the CEO and Global Head of Client Consulting on a range of strategic initiatives. Prior to this, Amir was Head of Investor Relations for Institutional Investor’s Sovereign Investor Institute since 2010, working with senior officials and investment heads from sovereign wealth funds, state pension/social security funds and central bank reserve managers globally, covering a wide range of investment management, strategic and governance issues. Amir graduated from University College London (UCL) with a BSc (Hons) in Economics.