David Herz

Analyst

 

David Herz

Analyst

David is involved in the evaluation and execution of potential opportunities and monitoring of portfolio company investments.

Prior to joining Fulcrum in 2024, David worked in the Corporate Finance practice at a Big Four accounting firm where he worked on a several M&A transactions for a variety of clients.

David graduated from Queen’s University with a Bachelor of Commerce degree with Honours, and is a CPA student and successful writer of the 2023 Canadian CFE.