Where does David Stead work?

David Stead is Chartered Financial Planner at Oakcrest Private Office.

Where did David Stead go to school?

David Stead studied at Harvard Business School (Program for Leadership Development Candidate (Executive MBA), Organizational Leadership); Chartered Insurance Institute (Certificate in Advanced Mortgage Advice, Banking); The Chartered Institute for Securities & Investment (The CISI) (Private client investment advice & Managment, Financial Planning and Services).

David Stead

Investor

Chartered Financial Planner at Oakcrest Private Office

London

Find your path to David

785 people in our graph share verified history with David — schools, employers, funds. One of them is your warm intro.

Angela ToyunlockedDavid: together at HSBC (2010–2012)

×7David: together at Harvard Business School

×2David: together at HSBC

David: together at The Chartered Institute for Securities & Investment (The CISI)

About

Leads the Oakcrest Private Office team, which holds recognised qualifications across financial advice areas including mortgages, investments and pensions.

Contact· self-published, not guessed

d•••@oakcrest.londonreveal

Experience

SBY Real EstateFinancial Directorcurrent2026 — presentLondon Area, United Kingdom
KHK CAPITAL LIMITEDBoard Observercurrent2023 — presentGreater London, England, United Kingdom
Oakcrest Private OfficeFounder & Managing Directorcurrent2023 — presentGreater London, England, United Kingdom
STSTEAD limitedChairmancurrent2018 — presentYork, England, United Kingdom
Mountstone PartnersInvestment Consultant2022 — 2023Greater London, England, United Kingdom
Weatherbys Private BankSenior Private Banker2019 — 2022London Area, United Kingdom
InvestecPrivate Banker2017 — 2019London, United Kingdom
CouttsPrivate Banker2016 — 2017London Area, United Kingdom
HSBCRelationship Manager2013 — 2016London Area, United Kingdom
HSBCMortgage & Protection Manager2012 — 2014York, England, United Kingdom
HSBCMortgage Specialist2010 — 2012York, England, United Kingdom
JWP CreersIntern2009York, England, United Kingdom

Skills & more

Investment Advisory ServicesLeadershipPrivate Wealth ManagementHolistic Financial PlanningFinancial AdvisoryIncome ProtectionLife InsuranceCritical Illness InsuranceGeneral InsuranceHigh Net Worth IndividualsFinancial Planning10Banking24

+12 more

Professional NetworkingMortgage LendingWealth ManagementStrategic Financial PlanningBusiness NetworkingPortfolio ManagementFinancial RiskPensionsManagementCorporate FinanceAsset ManagementBusiness Analysis

Program for Leadership Development Module 5 — Harvard Business School
Program for Leadership Development — Harvard Business School
Certificate in Mortgage Advice & Practice — LIBF
Certificate in Anti Money Laundering — International Compliance Association
Diploma in Regulated Financial Planning — Chartered Insurance Institute

From David's professional profile.

Deals · 1

555 Bryant StreetSolo GP

via Oakcrest Private Office

Attribution from SEC filings, press coverage, and firm rosters. Some rows are inferred. Not right? Tell us.

Colleagues at Oakcrest Private Office

Chris Johnson

Independent Financial Adviser at Oakcrest Private Office

Frequently asked questions

Who is David Stead?: Leads the Oakcrest Private Office team, which holds recognised qualifications across financial advice areas including mortgages, investments and pensions.
Where does David Stead work?: David Stead is Chartered Financial Planner at Oakcrest Private Office.
Where did David Stead go to school?: David Stead studied at Harvard Business School (Program for Leadership Development Candidate (Executive MBA), Organizational Leadership); Chartered Insurance Institute (Certificate in Advanced Mortgage Advice, Banking); The Chartered Institute for Securities & Investment (The CISI) (Private client investment advice & Managment, Financial Planning and Services).