«return to team listingDavid E. Marion, CFA

David E. Marion, CFA

LinkedIn Profile

David Marion is responsible for business strategy, investment strategy, and client development and relations.

David co-founded Santa Fe Advisors in April 2014 along with partners Kristina Alley and David Kantor, with whom he previously worked at First Santa Fe Advisors. David joined FSFA in June 2011, where he served as Senior Managing Director and Chief Investment Officer. Previously, David spent 18 years at JP Morgan in both Chicago and New York. While at JP Morgan, David worked at both the Investment Bank where he specialized in covering large institutional investors for alternative credit assets, and in Private Wealth Management where he managed client relationships and advised on asset allocation and balance sheet solutions.

David is very active in the Santa Fe community where he serves on multiple boards, and enjoys pursuing interests which include his family, fine wine, and outdoor activities such as cycling and trail running.

David has a BS in Finance from Texas A&M University and an MBA from Pepperdine University. He is a CFA® Charterholder.

Disclosure: All written content on this site is for information purposes only. The material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information should be discussed in detail with your individual relationship manager prior to implementation. Santa Fe Advisors, LLC may transact business only in states in which it is registered, or in which it is excluded from registration. Santa Fe Advisors, LLC is currently registered as an investment advisor with the Securities and Exchange Commission. A copy of our current written disclosure statement discussing business operations, services, and fees is available upon written request or at Investment Adviser Public Disclosure.

MENU