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ABOUT ASTORIA

Built on conviction. Independent by design.

Astoria is a NY-based asset manager, founded in 2017 with a single focus: to deliver macro-driven, high-conviction investment solutions. Just rigorous research and full alignment with the advisors and institutions we serve. 

How Astoria Began.

Founded in 2017, Astoria was built on a vision to bring a thoughtful, research-driven approach to portfolio construction and investment management.

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Named after the neighborhood John called home, Astoria reflects the principles that continue to guide the firm: independent thinking, disciplined investing, and a commitment to helping clients navigate the markets with confidence.

Watch Our Story

Watch Our Story

Executive Leadership and Investment Team

John Davi, Founder, CEO and CIO at Astoria Portfolio Advisors – New York-based investment advisory firm

Founder, CEO and CIO

Bruce Lavine CFA, COO and Head of ETFs at Astoria Portfolio Advisors – New York-based investment advisory firm

Bruce Lavine, CFA

COO and Head of ETFs

Pankaj Patel CFA, Head of Quantitative Research and Data Science at Astoria Portfolio Advisors – New York

Pankaj Patel, CFA

Head of Quantitative Research
and Data Science

Michael Stulic CFA FRM PRM, Director of Investments at Astoria Portfolio Advisors – New York-based investment advisory firm

Michael Stulic CFA, FRM, PRM 

Director of Investments

Nicholas Cerbone CFA, Co-PM and VP of Quantitative Strategy at Astoria Portfolio Advisors – New York

Nicholas Cerbone, CFA

Co-PM &
VP, Quantitative Strategy

Amit Dugar CFA, Senior Director of Quantitative Research and Data Science at Astoria Portfolio Advisors – New York

Amit Dugar, CFA

Senior Director of Quantitative Research and Data Science

Will Pham, Investment Analyst at Astoria Portfolio Advisors – New York-based investment advisory firm

Will Pham

Investment Analyst

Compliance, Business Development, Advisors Solutions, Marketing and Finance

Andrew Armstrong, Chief Compliance Officer at Astoria Portfolio Advisors – New York-based investment advisory firm

Andrew Armstrong

Chief Compliance Officer

Zach Krause, ETF Portfolio Specialist at Astoria Portfolio Advisors – Denver-based investment advisory firm

Zach Krause

ETF Portfolio Specialist

Gregory Sanderson, Director of Sales at Astoria Portfolio Advisors – New York-based investment advisory firm

Gregory Sanderson

Director of Sales

Brett H_edited.jpg

Brett Horowitz

ETF Portfolio Specialist

Onon Amgalan, Manager of Marketing at Astoria Portfolio Advisors – New York-based investment advisory firm

Onon Amgalan

Manager of Marketing

Erilda Danaj, Finance at Astoria Portfolio Advisors – New York-based investment advisory firm

Erilda Danaj

Finance

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