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David M
CFA®, Series 63, Series 65
Lynchburg, VA
Cantor Fitzgerald Investment Advisors
David Marshall is a CFA® charterholder with 32 years of industry experience. He has worked at Cantor Fitzgerald Investment Advisors since 2021 and previously spent 27 years at Flippin, Bruce & Porter. Marshall serves as a trustee and treasurer on the board of Patrick Henry Family Services, where he also chairs the investment and finance committees. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individuals, institutions, and financial intermediaries. The firm offers proprietary ETF model portfolios and manages various registered investment companies and private pooled funds using a strategic asset allocation approach informed by macroeconomic research.
Norman D
CFA®
Lynchburg, VA
Cantor Fitzgerald Investment Advisors
Norman Darden III is a CFA® charterholder with 26 years of industry experience. He has worked at Cantor Fitzgerald Investment Advisors since 2021 and previously spent 22 years at Flippin, Bruce & Porter. Cantor Fitzgerald Investment Advisors, L.P. provides discretionary investment management and advisory services to a diverse client base, including individuals, high‑net‑worth investors, institutions, and financial intermediaries. The firm utilizes proprietary ETF model portfolios and employs strategic, tactical, and opportunistic asset allocation informed by macroeconomic research.
Joseph M
CFA®, Series 63, Series 65
Lynchburg, VA
Cantor Fitzgerald Investment Advisors
Joseph Morrell is a CFA® charterholder with 30 years of experience in the financial industry. He has worked at Cantor Fitzgerald Investment Advisors since 2021 and previously spent 26 years at Flippin, Bruce & Porter. Cantor Fitzgerald Investment Advisors, L.P. provides discretionary investment management and advisory services to a diverse client base, including individual and high-net-worth investors, institutions, and financial intermediaries. The firm utilizes proprietary ETF model portfolios based on asset allocation, portfolio construction, and periodic rebalancing, implementing strategic, tactical, and opportunistic asset allocation approaches informed by macroeconomic research.
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