David Shadix serves in the Financial Institutions Strategy Group at Stifel with a broad focus on balance sheet and portfolio strategy, interest rate risk management, and regulatory and accounting changes affecting depositories. David has 10+ years of experience in capital markets and banking, working with fixed income products and interest rate derivatives in structuring transactions for community banks and credit unions. David frequently speaks and publishes on these topics.

Prior to his current role, David was an analyst in Fixed Income trading at Stifel (formerly Sterne Agee) for two years, and prior to that, worked in the Secondary Marketing group at BBVA Compass. David holds a Bachelor of Arts in Communication from The University of Alabama and a Master of Business Administration from the Manderson Graduate School of Business at The University of Alabama. He is a CFA charterholder and member of the CFA Society of Alabama.