Management

David B. Moore, CFA

Managing Principal

In addition to his duties as Managing Principal of Marathon Capital Holdings, Inc. (MCH), David is a Managing Director of Resource Financial Institutions Group in midtown Manhattan, a Director of Coronado First Bank (formerly Embarcadero Bank) in Coronado, California, and a Board Observer and Special Advisor to First NBC Bank Holding Co. in New Orleans, Louisiana. 

 

Prior to founding MCH, David was 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.  

 

                                          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 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 holds the Chartered Financial Analyst (CFA) designation and is a graduate of Saïd Business School at Oxford University (with distinction), the Graduate School of Business at the College of William and Mary (Beta Gamma Sigma honors), the Stonier National Graduate School of Banking, and Virginia Commonwealth University (magna cum laude). In addition, David is the author of Analyzing and Investing in Community Bank Stocks (which is currently out of print —a second edition will be available in 2012).

 

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