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David   Hoffman

David Hoffman

VP, Research Director Serving eBusiness & Channel Strategy Professionals

David is a vice president and research director in Forrester’s financial services practice. He leads a team of analysts focused on the impact of technology on customer behaviors and expectations and financial firms’ business models. He and his team help practitioners in banking, insurance, and wealth management understand how the changing market landscape, the customer experience, digital transformation, and innovation impact their businesses.

Previous Work Experience

Prior to joining Forrester, David held senior management positions for leading financial services firms. He served most recently as senior portfolio manager at Columbia Threadneedle Investments, where he also was director of equity research. He led the firm’s efforts to reshape its equity research delivery model and to improve interaction among researchers and portfolio managers. His work included assessment of new and existing research methodologies and trends, risk management tools, and portfolio construction techniques. Prior to Columbia Threadneedle, David was an analyst and portfolio manager with Zurich Scudder Investments, where his research focused on real estate investment trusts and household products companies. His early career experience includes running a US subsidiary of HypoVereinsbank. David began his career as a banker with Swiss Bank Corporation (now UBS). Throughout his career, he has interacted with a variety of C-suite executives and senior business leaders at a broad range of firms both within the financial services sector and outside of it. He regularly appears at industry events and has been quoted in numerous financial publications, including the Wall Street Journal and Barron’s.

Education

David received a Master of International Affairs from the School of International and Public Affairs at Columbia University in New York. While at Columbia, he was also a student at the Harriman Institute. He received his bachelor’s degree in American studies and Russian studies from Grinnell College in Grinnell, Iowa.

David Hoffman

VP, Research Director Serving eBusiness & Channel Strategy Professionals

David is a vice president and research director in Forrester’s financial services practice. He leads a team of analysts focused on the impact of technology on customer behaviors and expectations and financial firms’ business models. He and his team help practitioners in banking, insurance, and wealth management understand how the changing market landscape, the customer experience, digital transformation, and innovation impact their businesses.

Previous Work Experience

Prior to joining Forrester, David held senior management positions for leading financial services firms. He served most recently as senior portfolio manager at Columbia Threadneedle Investments, where he also was director of equity research. He led the firm’s efforts to reshape its equity research delivery model and to improve interaction among researchers and portfolio managers. His work included assessment of new and existing research methodologies and trends, risk management tools, and portfolio construction techniques. Prior to Columbia Threadneedle, David was an analyst and portfolio manager with Zurich Scudder Investments, where his research focused on real estate investment trusts and household products companies. His early career experience includes running a US subsidiary of HypoVereinsbank. David began his career as a banker with Swiss Bank Corporation (now UBS). Throughout his career, he has interacted with a variety of C-suite executives and senior business leaders at a broad range of firms both within the financial services sector and outside of it. He regularly appears at industry events and has been quoted in numerous financial publications, including the Wall Street Journal and Barron’s.

Education

David received a Master of International Affairs from the School of International and Public Affairs at Columbia University in New York. While at Columbia, he was also a student at the Harriman Institute. He received his bachelor’s degree in American studies and Russian studies from Grinnell College in Grinnell, Iowa.