David Mok

David

Mok

外包首席投资官 (OCIO)

Fund Management & Investment | Chartered Financial Analyst (CFA)

David Mok serves as the Outsourced Chief Investment Officer (OCIO) for Crownstreams Global Wealth Advisory Pte. Ltd., providing investment expertise in the evaluation, selection, and strategic management of the firm’s Bumblebee Model Portfolios.
David Mok (OCIO)

职业经历

David is currently an Investment Consultant and Fund Manager at First Degree Global Asset Management, where he specializes in portfolio management, asset allocation, and investment strategy development.

职业生涯早期

Prior to his current role, David was the Head of Fund Management, Investment & Research at IPP Financial Advisers, where he played a key role in shaping investment solutions, conducting research, and supporting wealth management strategies for clients. His extensive experience spans investment management, research leadership, and financial advisory services.

Earlier in his career, David served as Head of Trading & Investments at CIMB-GK Securities, overseeing proprietary trading. Before that, he was Head of Research (Singapore) at DBS Vickers Securities, where he led research initiatives and provided in-depth analysis of Singapore stocks and the market.

David holds a Master of Business Administration (MBA) from the University of Maryland, College Park, and a Bachelor of Business Administration (BBA) from the National University of Singapore. He is also a Chartered Financial Analyst (CFA) charterholder, reflecting his strong foundation in financial analysis, portfolio management, and investment principles.