David Passey, CFA

Research Analyst, Principal

David is a Research Analyst and Principal at Lone Peak Global Investors (formerly Clifford Capital Partners), where he assists the portfolio manager in the areas of portfolio review, new investment idea generation and valuation model creation. Prior to his current position at Lone Peak, he assisted the firm’s start-up operations as an intern in 2010.

In addition to his experience at Lone Peak, he also worked as an International Project Analyst intern for Itaú-Unibanco in Sao Paulo, Brazil.

He graduated summa cum laude from Utah State University in 2010 with a B.S. in Finance and Economics and minors in International Business and International Studies. He holds the Chartered Financial Analyst® designation.