David E. Marion, CFA®
Partner and Chief Executive Officer
David is responsible for business strategy, investment strategy, and client development and relations. More»
About Santa Fe Advisors
Santa Fe Advisors brings together a team with extensive experience in the evaluation of financial markets and individual investment vehicles. Our objective is to put our knowledge to work to construct diversified investment portfolios that address our clients’ financial needs and objectives.
Kristina E. Alley, CFP®
Partner and Chief Operating Officer
Kristina is responsible for client relationship management, compliance, operations and finance. More»
David B. Kantor
Partner and Chief Investment Officer
David is responsible for investment policy and strategy, the evaluation and monitoring of SFA’s portfolio investments, overall business strategy, and a number of SFA’s key client relationships. More»
Sara Hume
SVP and Operations Manager
Sara has primary responsibility for operations. She also supports the Chief Compliance Officer in the areas of finance and compliance. More»
Alexander Finlay
Investment Analyst
Alex is responsible for investment research, client service, and marketing support. More»