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WealthManagement EDGE
May 21 - 24, 2023
The Diplomat Beach ResortHollywood, Florida

John Davi
CEO & Founder at Astoria Portfolio Advisors

Profile

John Davi is the Founder, CEO, and CIO of Astoria Portfolio Advisors. John is an award-winning research portfolio manager with a long-storied history in the ETF ecosystem having done research and structured ETF portfolio solutions dating back to 2001 when there were only $100 billion in assets under management. John’s research has been recognized and featured in ETF.com, ETFTrends.com, CNBC.com, Institutional Investor Magazine and he is a regular contributor to CNBC TV, Bloomberg, and other media outlets. He was recognized by Bloomberg as a “ETF Master Chef” and by CNBC as an “ETF Expert”. He was an advisory board member of the InsideETF conference and has been a judge for the annual ETF.com awards. In aggregate, John has over 20 years of experience spanning across Macro ETF Strategy, Quantitative Portfolio Construction, & Equity Derivatives Strategy. John is the Portfolio Manager for PPI, the AXS Astoria Inflation Sensitive ETF.

Before starting Astoria in 2017, John was the head of Morgan Stanley’s Institutional ETF Content and structured ETF portfolio solutions for many of the world’s institutional asset managers. While working for Morgan Stanley’s ETF Product Group, John frequently traveled the world to advise sophisticated Hedge Funds, Asset Managers, and other institutional clients on ETF portfolio construction. John’s ETF content was top ranked twice by Institutional Investor magazine under the Sales & Trading category, as well as by ETF.com.

In 2017 John founded Astoria Portfolio Advisors a NYC based independent investment management firm that specializes in the construction, portfolio management and model delivery of cross asset, thematic, and quantitatively driven portfolios. Astoria’s unique portfolio management discipline combines macro, cross asset expertise and quantitative portfolio construction techniques. The firm utilizes factors and alternatives to build attractive, tax efficient, and strategic investment solutions. The firm’s solutions range from core risk based ETF portfolios, thematic ETF portfolios, and quantitatively driven stock portfolios. Astoria places particular focus on providing clients with long-term, research-driven investment solutions, with an emphasis on thematic and secular investment trends. Core services include investment management, sub advisory, Outsourced Chief investment Officer (OCIO), and model delivery.