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Management |
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David B. Moore, CFA President |
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In addition to his duties as President of Marathon Capital Holdings, Inc. (MCH), David is a Director of both Embarcadero Bank in San Diego, California and First NBC Bank in New Orleans, Louisiana. Prior to founding MCH, David spent four years as a Vice President with Castle Creek Capital LLC, a San Diego-based private equity/merchant banking firm that specializes in investments in the bank and thrift industries. David’s duties at Castle Creek included evaluating new investment opportunities, sourcing, analyzing, negotiating and closing mergers and acquisitions on behalf of Castle Creek’s portfolio companies as well as raising capital for the firm’s portfolio companies. David joined Castle Creek in 2000 from Podesta & Co., a Chicago-based broker/dealer, where he spent two years as a sell-side equity research analyst covering community banks and thrifts located |
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primarily in California and the Midwest. Previously David spent two years as a buy-side equity research analyst with a Washington, D.C.-based investment management and merchant banking organization specializing in the financial services industry.
David is a graduate of the Mason School of Business at the College of William and Mary (MBA, Beta Gamma Sigma), the Stonier Graduate School of Banking at Georgetown University, and Virginia Commonwealth University (BS, Magna Cum Laude). In addition, he holds the Chartered Financial Analyst designation, is a member of the CFA Institute and is a FINRA registered General Securities Representative (Series 7 and 63). David is the author of Analyzing and Investing in Community Bank Stocks, which can be downloaded from this site’s “Articles & Links” page (the soft-cover version of the book is currently sold out). |
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Marathon Capital Holdings, Inc. |
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Private Equity Advisory Financial Consulting |
