David will give an overview of financial markets and the global economy as investors adjust to the reality of a new interest rate environment. He’ll review central bank policy, inflation, and risks and opportunities in various market sector.
David Marion is responsible for business strategy, investment strategy, and client development and relations at Santa Fe Advisors (SFA), an independent Registered Investment Advisor founded in 2014. Before co-founding SFA, David was Senior Managing Director at First Santa Fe Advisors (FSFA), a subsidiary the First National Bank of Santa Fe. Previously, David Spent 18 years at JP Morgan in Chicago and New York. While at JPM, David worked at both Investment Bank where he specialized in covering large institutional investors for alternative credit assets, and the Private Bank where he managed client relationships and advised on asset allocation and balance sheet solutions.
David has a BS in Finance from Texas A&M University, and an MBA from Pepperdine University. He is a CFA Charterholder.
2023 SPONSORS
santafe.epc@gmail.comwww.sfestateplanning.com
P.O. Box 1992, Santa Fe, NM 87504
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