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David Merriam Investment management
Associate director

David Merriam

Investment management

Areas of expertise

David is the head of utilities equity research, and the co-head of Infrastructure, Renewables and Specialist Credit research. He also has extensive experience in ESG investment.


David has over seven years of investment experience running private client and charity portfolios.

Notable client work and achievements

David is co-manager of the Sustainable Model Portfolio fund range and the Tilney Sustainable Cautious and Adventurous funds.

Professional qualifications and memberships

David is a CFA charterholder, holds the CFA ESG certificate, and is a CISI chartered wealth manager.

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