Astoria's founder, John Davi, has 20 years of experience spanning across Macro ETF Strategy, Quantitative Research and Portfolio Construction.  John was Head of Morgan Stanley’s Institutional ETF Content where he produced hundreds of reports over an 8-year period.  While working for Morgan Stanley, John advised 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 and once by ETF.com.  

 

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 both Merrill Lynch’s Institutional and Retail client base where billions of assets were raised and executed.  

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 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).

 

Gregory Sanderson is Director of Capital Markets for Astoria Portfolio Advisors LLC.  He has more than 15 years of experience in the financial industry.  Gregory began his career as a specialist clerk on the American Stock Exchange.  He has worked for several investment banks including Credit Lyonnais and JP Morgan, always in a trading capacity.  Over the course of his career, he has worked with many different financial products including equity, bonds, credit default swaps, and collateralized loan obligations.  Gregory is a graduate of Fordham University. 

Nick Cerbone serves as a Portfolio Analyst for Astoria Portfolio Advisors LLC.  In this capacity, Nick assists in all aspects of portfolio construction and optimization of our cross-asset ETF portfolios. Nick is a Summa Cum Laude graduate of Hofstra University with a Bachelor of Science degree in Mathematical Finance.

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