David Motsonelidze, CFA, is a Director of Macro Strategy at Stifel. In this role, he leads a coordinated effort in the area of macroeconomic analysis for Stifel CIO Office. He conducts deep research and quantitative analysis across most investment activities for the team and is a member of the Investment Committee. His responsibilities also include leading a collaborative team approach in the production of the AM SitRep, Weekly SitRep, Research Brief, and Favorite 15 publications.
Mr. Motsonelidze joined Stifel as part of its 2015 acquisition of Barclays Wealth and Investment Management, Americas, where he was an Investment Strategy Analyst. Prior to Barclays, Mr. Motsonelidze was an Equity Analyst at Bloomberg, covering global equities. In this role, he conducted industry research and built and maintained financial models to gauge companies’ operating and financial performance.
Mr. Motsonelidze earned an MBA from Columbia Business School (completed while working full-time) as well as an MSc in Finance from Manchester Business School in the U.K. (graduated at the age of 20) and a BA in Finance from International Black Sea University in the country of Georgia. He was awarded a George Soros Foundation scholarship to attend the American Institute on Political and Economic Systems in the Czech Republic (AIPES 2007) and is an alumnus of the Future Leaders Exchange Program (FLEX 2004) funded by the U.S. State Department.
Mr. Motsonelidze holds Series 7 and 63 licenses. He is a Chartered Financial Analyst® (CFA®) charterholder and a member of the CFA Society of New York, the CFA Institute, the Economic Club of New York, the Adam Smith Society, and the New York Association for Business Economics. He is currently a Chair of the Membership Committee and Vice Chair of the Alternatives Investment Group at the CFA Society of New York.