Profile
Mr. David E.
Marion, CFA MBA, is Partner & Chief Executive Officer at First Santa Fe Advisors LLC.
Prior to joining First National Bank of Santa Fe and First Santa Fe Advisors in June 2011, Mr. Marion was previously employed as a Principal by JPMorgan & Co., Inc., a Principal by Daiwa Securities America, Inc., and a Principal by Security Pacific Bank.
Mr. Marion earned a BS in Finance from Texas A&M University and an MBA from Pepperdine University.
He is also a CFA Charterholder.
Former positions of David E. Marion
| Companies | Position | End |
|---|---|---|
First Santa Fe Advisors LLC
 First Santa Fe Advisors LLC Investment ManagersFinance Founded in 2007, First Santa Fe Advisors LLC is a registered investment advisor located in Santa Fe, New Mexico. The firm is a subsidiary of First National Bank of Santa Fe and their ultimate parent is New Mexico Banquest Corp. They offer proprietary, open architecture-based investment advisory and consulting services to institutions, individuals and their families. | Chief Executive Officer | 31/03/2014 |
First National Bank of Santa Fe
 First National Bank of Santa Fe Investment ManagersFinance First National Bank of Santa Fe engages in investment advice and other banking activities. It offers personal banking, business banking, treasury management, and wealth management. The company was founded in 1870 and is headquartered in Albuquerque, NM. | Corporate Officer/Principal | 30/03/2014 |
| J.P. Morgan & Co., Inc. (Old) | Corporate Officer/Principal | 31/05/2011 |
Daiwa Capital Markets America, Inc.
 Daiwa Capital Markets America, Inc. Investment Banks/BrokersFinance Daiwa Capital Markets America, Inc. (DCMA), formerly Daiwa Securities America, Inc., is an SEC-registered broker/dealer headquartered in New York City and was founded in 1964. The firm is a wholly-owned subsidiary of Daiwa Capital Markets America Holdings, Inc., itself a wholly-owned subsidiary of Daiwa Securities Capital Markets Co. Ltd., which is a subsidiary of Daiwa Securities Group, Inc. (TK: 8601), a Tokyo-based investment bank and broker/dealer. DCMA provides high quality investment data, analysis and research products to major U.S. institutional investors. | Corporate Officer/Principal | 31/12/1992 |
| Security Pacific Bank (Los Angeles, California) | Corporate Officer/Principal | 31/12/1992 |
Training of David E. Marion
| Pepperdine University | Masters Business Admin |
| Texas A&M University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
First Santa Fe Advisors LLC
First Santa Fe Advisors LLC Investment ManagersFinance Founded in 2007, First Santa Fe Advisors LLC is a registered investment advisor located in Santa Fe, New Mexico. The firm is a subsidiary of First National Bank of Santa Fe and their ultimate parent is New Mexico Banquest Corp. They offer proprietary, open architecture-based investment advisory and consulting services to institutions, individuals and their families. | Finance |
| J.P. Morgan & Co., Inc. (Old) | Finance |
Daiwa Capital Markets America, Inc.
Daiwa Capital Markets America, Inc. Investment Banks/BrokersFinance Daiwa Capital Markets America, Inc. (DCMA), formerly Daiwa Securities America, Inc., is an SEC-registered broker/dealer headquartered in New York City and was founded in 1964. The firm is a wholly-owned subsidiary of Daiwa Capital Markets America Holdings, Inc., itself a wholly-owned subsidiary of Daiwa Securities Capital Markets Co. Ltd., which is a subsidiary of Daiwa Securities Group, Inc. (TK: 8601), a Tokyo-based investment bank and broker/dealer. DCMA provides high quality investment data, analysis and research products to major U.S. institutional investors. | Finance |
| Security Pacific Bank (Los Angeles, California) | Finance |
First National Bank of Santa Fe
First National Bank of Santa Fe Investment ManagersFinance First National Bank of Santa Fe engages in investment advice and other banking activities. It offers personal banking, business banking, treasury management, and wealth management. The company was founded in 1870 and is headquartered in Albuquerque, NM. | Finance |
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