We are pleased to announce the appointment of David Brennan to the position of Director – Development. David joins the team in mid-May, bringing with him more than a dozen years’ experience in financial services.
Most recently the Head of Distribution (CSB) at the Bendigo and Adelaide Bank, David is an experienced relationship and sales leader with extensive knowledge of institutional and financial advice markets. He has previously held roles with Dimensional Fund Advisors and Macquarie Bank.
David also serves on several boards, including as chairman of the Australasian College of Sport and Exercise Physicians and director of the Gunaikurnai Aboriginal Land and Water Corporation.
Chief Executive Officer Mathew Browning said David’s combination of strategic and business acumen will be enormously valuable as we take our ethical investment strategies to more like-minded investors.
“His experience will be a great asset to the team and our investors. David is very values-driven, with a passion for the community and relationships, which aligns well with our vision of better investments and a better world as well as who we are as a business and a social enterprise.”
Commenting on the appointment, David said his new position is the perfect balance between his experience in the funds management industry and his passion for community and social investment.
“I’m excited about this role and about working with the team at UCA Funds Management as we capture opportunities in the marketplace and provide the very best ethical and social impact investment solutions to investors.”
“UCA Funds Management is a leading fund manager in the Australian ethical landscape and I look forward to working with our existing and new clients to build on our presence and capabilities”.
David is keen to meet with as many investors as possible over the coming months.