David E. Marion, CFA
Executive Director - Wealth Management | Post Oak Private Wealth Advisors
David E. Marion, CFA, is Executive Director of Wealth Management at Post Oak Private Wealth Advisors, where he advises high net worth clients across portfolio management, investment strategy, and wealth planning. A native Houstonian, David returned home to join Post Oak after a distinguished multi-decade career in finance spanning New York, Chicago, Los Angeles, and Santa Fe.
The first phase of David's career was spent on global investment bank bond trading floors, primarily at JP Morgan, where he specialized in structured credit and advised some of the world's largest institutional bond investors. That institutional foundation, built on rigorous risk assessment and deep expertise in global bond markets, shapes how he approaches every client relationship today.
The second phase of David's career moved into private wealth management. In Santa Fe, he led the investment department and served as Chief Investment Officer at a bank investment department before co-founding a private wealth management company. That experience across both institutional and private wealth contexts gives David a perspective on risk, markets, and client needs that is difficult to replicate.
David holds an MBA in Finance from Pepperdine University and a Bachelor of Business Administration in Finance from Texas A&M University. He holds the Chartered Financial Analyst (CFA) designation, one of the most rigorous credentials in the investment management profession.
Areas of Expertise
David's work at Post Oak is centered on the investment and wealth management decisions that matter most to high net worth clients. His areas of focus include portfolio management and asset allocation, global bond markets and fixed income strategy, financial market risk assessment and pricing, wealth management for high net worth individuals and families, and financial education.
Credentials & Education
CFA - Chartered Financial AnalystCFA Institute
MBA in FinancePepperdine University
Bachelor of Business Administration in FinanceTexas A&M University
About Post Oak Private Wealth Advisors
Post Oak Private Wealth Advisors is a Houston-based fiduciary wealth management firm specializing in retirement distribution planning, tax optimization, and investment management for affluent individuals, families, executives, retirees, and business owners. The firm serves clients who need coordinated advice across retirement income, tax strategy, portfolio management, estate considerations, and major financial transitions. Post Oak's fee-only advisory model is designed around clarity, responsiveness, and long-term planning, with no commissions and a fiduciary obligation to act in each client's interest alone.
Let's Talk
If you would like to discuss your wealth management needs with David, we welcome the opportunity to connect.
David E. Marion, CFAExecutive Director — Wealth Management Post Oak Private Wealth Advisors 1200 Smith St., Suite 610 | Houston, Texas 77002 (281) 580-2100 ext. 1013dmarion@postoakprivatewealth.comwww.postoakprivatewealth.com
Disclosures
This page is for informational purposes only and does not constitute investment, legal, or tax advice. Post Oak Private Wealth Advisors is an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Please consult your legal, tax, and financial professionals regarding your specific situation. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.