Thoughtful, Balanced Wealth Advisory.
Senior Portfolio Analyst, Cardan Capital Partners
David Fox comes to Cardan Capital Partners with an international and diverse professional background in education, technology and banking. After completing his undergraduate studies in 2008, David relocated to Spain and taught English to high school students for two years and continued his Spanish language studies through the Cervantes Institute. David then joined the sales and product team for the Search Advertising Division at Yahoo! based in London, UK. Prior to joining Cardan Capital Partners, David worked for five years in Institutional Banking at Citibank first in Miami and then in Bogotá, Colombia. His primary areas of focus were product management, business planning and financial analysis.
David received his Bachelor of Business Administration in Finance and the Entrepreneurial Studies Certificate from the Leeds School of Business at the University of Colorado. He also completed the Masters in Finance program with a Young Talent Scholarship at IE Business School in Madrid, Spain, one of the globally top-ranked business schools. Additionally, he is a 2018 Level III Chartered Financial Analyst (CFA) candidate.
David will be supporting Matt Papazian, CFA, CIO in his portfolio management duties including research, trade execution and portfolio analysis.