Astoria Portfolio Advisors

Astoria Portfolio Advisors
315 West, 36 Street
New York, NY 10018
Office: +1 (212) 381-1605
Mobile: +1 (917) 862-1995

Articles by Astoria Portfolio Advisors

John Davi
CEO & CIO

John Davi

Astoria's founder, John Davi, has 20 years of experience spanning across Macro ETF Strategy, Quantitative Research and Portfolio Construction. John was the Head of Morgan Stanley’s Institutional ETF Content Group where he produced hundreds of reports over an 8-year period. While working for Morgan Stanley, John advised and structured ETF portfolios for many of the world's largest Hedge Funds, Asset Managers and Pension/Endowments. John’s ETF content was top ranked twice by Institutional Investor magazine under the Sales and Trading category. John began his career in 2000 doing research on ETFs in Merrill Lynch’s Global Equity Derivatives Research group. During his tenure in research, John produced several hundred reports on ETFs, Futures, Options, & Indices. John was part of a team that was ranked top 3 by Institutional Investor magazine in 6 of his 8 years. John structured ETF portfolio solutions as early as 2002 for Merrill Lynch’s Institutional clients where billions of assets were executed.

David Clark
President and Head of Business Development

David Clark

David Clark is President and Head of Business Development for Astoria Portfolio Advisors LLC. He has more than 25 years of experience in the financial services industry. David spent the first 18 years of his career at Merrill Lynch (subsequently Bank of America), holding various institutional sales management and business development leadership roles in London and New York. David was Head of Merrill’s European Convertible Bond, Equity Derivative, ETF and Delta One sales, and sat on the firm’s European Markets Operating Committee. He also served as Head of B of A’s Americas International Derivative and Swap sales. Additionally, David was Head of Americas Global Delta One, ETF and Stock Loan Distribution and Product, and a member of the North American Equity Sales Operating Committee. He later spent six years at Société Générale, where he was head of U.S. Sales for Global Securities Financing, overseeing distribution of ETF, Swap and Structured Financing products. David graduated from Villanova University with a Bachelor of Arts degree in Economics, and currently sits on the school’s President’s Advisory Council. He lives in Chatham, New Jersey with his wife and three children.

Bruce Lavine
Senior Strategy Advisor

Bruce Lavine

Bruce Lavine is a Senior Strategy Advisor of Astoria Portfolio Advisors LLC. Bruce has a long history in the ETF and asset management business beginning with Barclays Global Investors over 20 years ago. He was one of the earliest employees at iShares and had roles including CFO, Head of Product Development and CEO of iShares Europe. In 2006, Bruce joined WisdomTree as President and Chief Operating Officer. He was there for 10 years as an employee and remains active with WisdomTree today as a member of their Board of Directors. Most recently, Bruce was the CEO of 55 Capital. Bruce has an MBA and BS both from the University of Virginia and he is a Chartered Financial Analyst (CFA).

More Articles

What’s the Coronavirus ETF Playbook?

What’s the Coronavirus ETF Playbook?

Over the weekend, Astoria released a report (click here) highlighting the performance of various asset allocation strategies during prior epidemics. …

10 ETFs for 2020

10 ETFs for 2020

Click here to read the 10 ETFs for 2020  Investors’ love affair with past winners is insatiable. The ‘conventional wisdom’…

Astoria’s Q3 Investment Committee ETF Insights

Astoria’s Q3 Investment Committee ETF Insights

Source: https://twitter.com/AstoriaAdvisors/status/1107977130615410688?s=20 Click here to read Astoria’s Q3 Investment Committee Views Astoria Portfolio Advisors has produced hundreds of pages of content…

Know What You Own!

Know What You Own!

Astoria Portfolio Advisors been vocal about sticking with high quality stocks and bonds, diversifying across factors, and including alternatives to…

Astoria Interviewed by CNBC

Astoria Interviewed by CNBC

Astoria Portfolio Advisors’ CIO, John Davi, was interviewed by CNBC on June 26, 2019. John discussed the potential implications of…

Astoria Interviewed by CNBC

Astoria Interviewed by CNBC

Astoria Portfolio Advisors’ CIO, John Davi, was interviewed by CNBC on May 23, 2019 to discuss the firm’s latest market…

Recession Fears Overblown

Recession Fears Overblown

By John Davi, Astoria Portfolio Advisors Key Highlights Markets experienced a global growth slowdown – not a recession. Market pundits…

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