David De Pastena

CFA, CMT, CAIA, CIM, FCSI Director & Head, Portfolio Insights

With over 25 years of experience across institutional and retail wealth management, David De Pastena has worked extensively in portfolio construction, alternative investments, and retirement income strategies for high-net-worth clients.

As Director & Head of Dynamic’s Portfolio Insights Team, David has collaborated on more than 500 advisory books, supporting wealth managers and portfolio teams in integrating advanced alternative strategies – including private credit, real assets, hedge fund replication, and structured products – into client portfolios. His background in derivatives trading and income-oriented portfolio design has made him a valued resource for professionals aiming to improve portfolio efficiency, diversification, and downside risk management.

Holding the CFA, CMT, CAIA, CIM, and FCSI designations, David brings a multidisciplinary approach to portfolio strategy, supporting the wealth industry in navigating complex markets with clarity and purpose.