David A. Fox, CFA
David A. Fox
Senior Portfolio Analyst
David Fox has an international and diverse professional background in education, technology and banking. Before joining Cardan, he spent five years working in corporate banking for Citibank, first in Miami and then in Bogotá, Colombia, focusing on product management, business planning and financial analysis. David also worked on the sales and product team for the Search Advertising Division of Yahoo! in London, and taught English to high school students in Spain where he also continued his Spanish language studies through the Cervantes Institute.
As a Senior Portfolio Analyst, David provides investment research, portfolio analysis, portfolio management and trade execution support for Cardan’s proprietary model portfolios.
David holds the Chartered Financial Analyst® (“CFA”) designation. He received a master’s in finance from the IE Business School in Madrid, Spain, a globally top-ranked business school. He is also a graduate of the University of Colorado Leeds School of Business, where he received a bachelor’s degree in business administration in finance and a certificate in entrepreneurial studies. In his free time David enjoys spending time with his wife Claudia, and their dog Bella.