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David Marshall Location
Lynchburg, VA, US
David Marshall Work
2021 -now Senior Managing Director @
1994 -now Portfolio Manager and Principal @
1986 -1994 Portfolio Manager @ Crestar Bank
1983 -1986 Stockbroker @ EF Hutton
David Marshall Education
William and Mary
Bachelor of Business Administration (BBA)
1975-1979
David Marshall Skills
Portfolio Management
Asset Allocation
Equities
Investment Strategies
Fixed Income
Investment Management
Investments
Equity Valuation
Wealth Management Services
Fixed Annuities
ETFs
Bonds
Estate Planning
Strategy
Risk Management
Program Management
Microsoft Word
Training
David Marshall Summary
David Marshall, based in Lynchburg, VA, US, is currently a Senior Managing Director at Cantor Fitzgerald Asset Management. David Marshall brings experience from previous roles at Flippin, Bruce & Porter, Crestar Bank and EF Hutton. David Marshall holds a 1975 - 1979 Bachelor of Business Administration (BBA) @ William and Mary. With a robust skill set that includes Portfolio Management, Asset Allocation, Equities, Investment Strategies, Fixed Income and more. David Marshall has 2 emails and 4 mobile phone numbers on RocketReach.
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