Reseach Professionals

DAVID UPSON

Director of Hedge Fund Research, Managing Director, Partner

David Upson is a managing director of hedge fund research and a partner at CTC Consulting. Mr. Upson joined CTC in 2006, and his primary responsibilities include sourcing, due diligence and monitoring of new and existing hedge fund managers. Mr. Upson has more than 24 years of experience in capital markets.

Prior to joining CTC, Mr. Upson was a managing director at the Fairfield Greenwich Group (FGG) in New York City. At FGG, he was responsible for the company’s investments in equity, event driven and distressed strategies, as well as a principal and senior member of the investments team that selects fund managers for FGG. Mr. Upson was also a principal and vice president at Denali Asset Management, a global macro hedge fund in Christiansted, Virgin Islands, where he managed the trading group, oversaw the firm’s risk management and was actively involved in business development and investor relations. Additional roles held by Mr. Upson include strategy head for equity and global macro hedge fund investments for Alpha Investment Management in New York City, where he supervised portfolios with over $600 million in investments; founder and president of Monteagle Capital Management, a directional global macro strategy firm; and portfolio manager at Caxton Corporation, where he was responsible for managing the Asian currency and fixed income desk and managing firm capital in the commodities markets. He has been on the treasury desks of The Royal Bank of Scotland and Banque Nationale de Paris where he traded currencies, currency options and fixed income derivatives. In the investments industry since 1987, Mr. Upson began his career on the floor of the COMEX where he was a floor trader in the precious metals markets.

Mr. Upson lives in Connecticut with his wife and two children. His wife, Carlyle, is an artist represented by Ceres Gallery and they enjoy the many cultural offerings of the area.

Mr. Upson received a BA in economics from Colgate University in 1987.