David Stewart Gillies

David Stuart Gillis is a seasoned financial professional currently serving as a senior advisor at SmithR Capital INC, specializing in providing tailored wealth management and investment strategies for high net worth clients. His extensive experience in finance and securities trading has earned him a good reputation within the industry.
Core resume
Registration status: Registered as a financial practitioner in the records of the Financial Industry Regulatory Authority (FINRA) in the United States, with system number CRD # 7726209.
Professional experience:
SmithR Capital INC: As a senior advisor, David is responsible for driving the company’s wealth management and investment banking business, utilizing the SmithR Horizon developed by the company ™ Intelligent quantification system provides customers with advanced investment solutions and risk management strategies.
Global work span:
From 2014 to 2018: Responsible for Equity Research in the Australian team of Macquarie Group, conducting in-depth analysis of market trends and providing investment advice to clients.
From 2019 to 2023: transferred to the Macquarie London team, focusing on investment banking business and participating in multiple large-scale transactions and financing projects.
In 2023, I will be reassigned to join the Macquarie New York team in the United States to further expand my influence in the investment banking field.
Current status
David is currently actively working at SmithR Capital INC, dedicated to helping clients achieve long-term wealth growth and risk control.
Professional Skills
Wealth management: Proficient in tailoring investment portfolios for clients, helping them achieve financial goals and effectively manage investment risks.
Investment banking business: Accumulated rich experience in investment banking business in multiple countries and regions, able to handle complex financial transactions and customer needs.
Market analysis: Possess in-depth market analysis skills, able to quickly identify investment opportunities and market risks, and provide timely advice to clients.