Astoria Portfolio Advisors

Astoria Portfolio Advisors
500 7th Ave, 9th Floor
New York, NY 10018
Office: +1 (212) 381-1605
Mobile: +1 (917) 862-1995
http://www.astoriaadvisors.com/

John Davi
CEO and CIO

John Davi

Astoria's founder, John Davi, is an award-winning research strategist and has over 20 years of experience spanning across Macro ETF Strategy, Quantitative Research, and Portfolio Construction. Before starting Astoria, he was the head of Morgan Stanley's Institutional ETF Content and advised many of the world's largest hedge funds and asset managers on ETF portfolio construction. John published hundreds of reports in his research career across a variety of topics from ETFs, indices, futures, and structured products.

John began his career in 2000 doing research on ETFs in Merrill Lynch's Global Equity Derivatives Research group. John structured ETF portfolio solutions as early as 2002 for Merrill Lynch's client base where several billion in assets were raised and executed. John's research has been recognized and featured on ETF.com, ETFTrends.com, InsideETFs, Institutional Investor Magazine, and he is a regular contributor to CNBC, Bloomberg, and other media outlets. He was recognized by Bloomberg as an "ETF Master Chef."

Bruce Lavine,
CFA
COO and Head of ETFs

Bruce Lavine

Bruce Lavine is the Head of ETFs and COO for 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 15 years as an employee and member of the Board of Directors. Most recently, Bruce was the CEO of an ETF startup called NightShares. Bruce has an MBA and BS both from the University of Virginia and he is a Chartered Financial Analyst.

Pankaj Patel,
CFA
Head of Quantitative Research and Data Science

Bruce Lavine

Pankaj Patel is the Head of Quantitative Analytics and Data Science at Astoria. He has over 20 years of experience in Quantitative Research, having worked at firms such as Credit Suisse, Evercore ISI, Cirrus Research, and Vedanta Analytics. Throughout his 20+ year career in finance, he has led the development and implementation of advanced quantitative products for major institutional and hedge fund clients. Notably, at Credit Suisse, he collaborated with the MIT Sloan School of Management to pioneer the first 130/30 index. Pankaj began his finance career as a Quantitative Analyst/Portfolio Manager at Weiss Peck & Greer, where he assisted in managing $1.5 billion using quantitative models.

Michael Stulic,
CFA, FRM, PRM
Director of Investments

Mike Stulic

Michael Stulic is the Director of Investments for Astoria Portfolio Advisors. Within this capacity, he is responsible for client account management and investments. Michael brings over 20 years of experience within the financial industry and sell-side banking. His banking experience, largely within bulge bracket firms, consists of JPMorgan, Deutsche Bank, Credit Suisse, and Barclays. Having worked within Credit Derivatives, Emerging Markets, and Correlation trading along with more recent risk management experience within the liquidity, capital, and contingent liability risk stripes, Michael brings a diversified background and unique perspective to the firm.

Michael has achieved several notable designations over his career, consisting of the Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), and Professional Risk Manager (PRM) designations. He is a graduate of Binghamton University with Bachelor of Science degrees in both Economics and Chemistry.

Nicholas Cerbone,
CFA
Co-PM and VP, Quantitative Strategy

Nick Cerbone

Nicholas Cerbone serves as a Vice President and Quantitative Strategist for Astoria Portfolio Advisors LLC. In this capacity, Nicholas assists in all aspects of portfolio construction and optimization of Astoria's quantitative stock portfolios and cross-asset ETF models. Nicholas is a Summa Cum Laude graduate of Hofstra University with a Bachelor of Science degree in Mathematical Finance. He also achieved the Chartered Financial Analyst (CFA) designation in October of 2022.

Frank Tedesco III
ETF Portfolio Specialist

Frank Tedesco

Frank Tedesco is an ETF Portfolio Specialist and works in the Advisor Solutions Group at Astoria. Frank specializes in portfolio construction analytics, ETF selection, and tax management strategies.

He works intimately with both the firm's investment committee and portfolio management teams to deliver solutions that best meet advisors’ objectives. Frank holds a BS in Finance from Fordham University's Gabelli School of Business, where he graduated magna cum laude.

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5491895.4.1.AM.RTL
SPD004323
Expiration: 11/30/2026