David Gold
Chief Operating Officer@ Optima Partners Compliance Advisory
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David Gold is the Global Chief Operating Officer at Optima Partners, with over 23 years of experience in the financial services sector. He has a strong background in advising institutional investment advisors on best practices, conducting operational and investment due diligence, asset manager acquisitions, product management, and indices. David has also worked at top financial institutions such as Towers Watson, BlackRock, Mitsui & Co., and CIBC Oppenheimer. He holds a Bachelor of Business Administration in General Business and Master of Science in Finance degrees from Pace University.
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Emails and Phone Numbers

@towerswatson.com
@optimapartners.co.uk
@gmail.com
@morganstanley.com
@optima-partners.com
+1 312525****
+1 646205****
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About

David Gold is currently the Global Chief Operating Officer at Optima Partners. He holds significant responsibilities in helping shape firm-wide culture, infrastructure and overseeing all global business operations including human resources, information technology and finance.David had specialized in the financial services sector from the outset of his career and has experience in advising institutional investment advisors on best practices, conducting operational and investment due diligence, asset manager acquisitions, product management and indices. Most recently he was a senior member of the prime brokerage business consulting team at Morgan Stanley, providing in-depth advisory consulting services to start-up and existing hedge fund managers. He also has worked at Towers Watson, BlackRock, Mitsui & Co. And CIBC Oppenheimer. David holds a Bachelor of Business Administration in General Business and Master of Science in Finance degrees from Pace University.Media coverage aiCIO, Dow Jones Newswires, II Alpha Magazine, Institutional Investor Magazine, The Wall Street Journal, Pensions & Investments, The New York Post, Infovest21, HFMWeek Magazine, TheStreet.com. Conference panelsAIMA Canada 1x0/x0 Luncheon, GAIM Fund of Funds Symposium, Infovest21 Reassessing Fee Structures, Pace University: Demystifying Hedge Funds, Houlihan Lokey; Alternative Investing Summit, Institutional Investor; Hedge Fund Symposium, IMI Alternative Investment Consultants Summit, GAIM Cayman

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Work Experience

750 Lexington Ave, New York, 10022, US

Financial Services

94
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David Gold's Professional Milestones

  • Chief Operating Officer (2019-05-01~): Expanding business operations, optimizing processes, and achieving cost savings through strategic planning and effective execution.
  • Executive Director (2014-07-01~2019-04-01): Driving strategic initiatives, achieving organizational objectives, and fostering a culture of excellence and dedication.
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Education

Pace University - Lubin School of Business
Pace University - Lubin School of Business2009-2010