Skip to main content
loading site..

Our Team

A client-focused and performance-driven team

David Jean-Phillipe

David Jean-Philippe

Director, Reporting & Analytics

LinkedIn logo

David joined the firm in 2025 as Director, Reporting & Analytics and leads the Data Council.

In his new role, David leads RPIA’s reporting, analytics, and data strategy functions. Reporting to the Chief Risk Officer, he is responsible for advancing portfolio performance reporting, ensuring data integrity, and delivering insights that support strategic decision-making.

David brings extensive experience from RBC Wealth Management, where he built and led the Portfolio Advisory Group’s Investment Analytics team, focusing on performance, risk, and technology-driven analytics solutions. Previously, he worked at OMERS as an analytics specialist supporting risk management and quantitative investing.

He holds a Bachelor of Arts (Joint Honors) in Economics and Finance from McGill University and a Master of Arts in Economics from Queen’s University. David is also a CFA charterholder.

Outside of work, David enjoys playing and watching soccer with his kids.
David Jean-Phillipe