About

David has had a diverse and international career, spanning education, technology, banking and wealth management. He has been involved in wealth management since 2017, with a focus on investment management for clients. David holds the Chartered Financial Analyst® designation and is a member of the CFA Colorado Society. He received a master’s in finance from IE Business School in Madrid, Spain. He is also a graduate of the University of Colorado Leeds School of Business, with a bachelor’s degree in business administration, and a certificate in entrepreneurial studies. His prior professional experiences include corporate banking for Citibank, based in Miami and Bogotá, Colombia, as well as Yahoo!, based in London, United Kingdom, and English teaching assistant in Spain. Raised in Denver, David enjoys spending time with his wife Claudia, son Pablo, and their dog Bella out and about.

Education

  • BA - Finance, University of Colorado Leeds School of Business
  • MS - Finance, IE Business School in Madrid, Spain

Resources from David Fox

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