David Cox, CMT, CFA, FCSI, FMA, BMath

Senior Portfolio Manager

David Cox is a Senior Portfolio Manager at “Financially INsync” at Raymond James Ltd. in Waterloo, Ontario, Canada.

He believes technical analysis is essential to making rational investment decisions, and manages assets using fundamentally screened, yet technically driven trend following and swing trading techniques to manage risk and opportunity in client portfolios. He is licensed in both Canada and by FINRA in the U.S. and serves clients in North America (and beyond).

David is a well-known presenter on technical analysis, is very active on Twitter @DavidCoxRJ and produces a weekly webinar called “Where Do We (Investors) Stand?”. He is highly recommended by the Chartered Market Technician Association to which he belongs. David is one of the few dual holders, globally, of both the Chartered Market Technician (CMT) and the Chartered Financial Analyst (CFA) designations. He also has a Bachelor of Mathematics from the University of Waterloo.

Outside of the office, he enjoys running, travelling, listening and playing music, and is currently learning Spanish.