David De Pastena
CFA, CMT, CAIA, CIM, FCSI Director & Head, Portfolio InsightsWith 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.