# Kristian Marquez

> Kristian Marquez is the Bozeman-based founder, president and CEO, and CFO of FinStrat Management. A United States Naval Academy graduate, former Marine Corps officer, and CFA charterholder since 2004, he combines investment analysis and operating experience in a firm providing accounting, finance, reporting, and operational support to founders and investors. He also hosts The Innovators & Investors Podcast.

- **Role:** Founder, President & CEO, CFO at FinStrat Management
- **Organizations:** FinStrat Management, Inovalon, MDAgree, United States Marine Corps, CFA Institute, CFA Society Washington, DC, CFA Society Baltimore
- **From:** New York, United States
- **Nationality:** American
- **Education:** Bachelor of Science in General Engineering, United States Naval Academy
- **Known for:** CFA charterholder since 2004., Held general manager and vice president responsibilities at Inovalon during its development before its IPO., His Inovalon product portfolio recorded six consecutive years of double-digit revenue growth under his oversight, according to his public guest biography.

## Career timeline

- **1997** — Graduated from the United States Naval Academy; subsequently served as a Marine Corps officer.
- **2004** — Became a CFA charterholder; joined the company later known as Inovalon as a financial analyst.
- **2004-2013** — Worked at Inovalon, progressing into product responsibilities and general manager/vice president leadership.
- **2014-2016** — Served as President & CEO and CFO of MDAgree.
- **2017** — Started FinStrat Management in January, according to his own interview account.
- **2024** — The Innovators & Investors Podcast introduced its founder-host in August.
- **2025** — Discussed AI and software with Alchemist Accelerator founder Ravi Belani in June.
- **2026** — Recorded an in-person podcast interview with his daughter Gabrielle; participated in a capital-planning webinar with Novel Capital.

## Achievements

- CFA charterholder since 2004.
- Held general manager and vice president responsibilities at Inovalon during its development before its IPO.
- His Inovalon product portfolio recorded six consecutive years of double-digit revenue growth under his oversight, according to his public guest biography.
- Founded FinStrat Management and developed its accounting, finance, and reporting offering.
- Hosts The Innovators & Investors Podcast.

## Latest updates

- **2026-08** — Novel Capital published a cost-of-capital framework drawn from a webinar featuring Marquez and Carlos Antequera.
- **2026-07** — Interviewed Gabrielle Marquez, his daughter and FinStrat Founder Solutions Lead, in the podcast’s first in-person recording in San Francisco.
- **2026-04** — Hosted Grapetree Ventures founder James Paul Costa for a discussion of leadership and venture strategy.

## Links

- Website: https://finstratmgmt.com/
- LinkedIn: https://www.linkedin.com/in/kristianmarquez/
- Twitter/X: https://twitter.com/finstratmgmt
- YouTube: https://www.youtube.com/@finstratmgmt
- Facebook: https://m.facebook.com/p/FinStrat-Management-100069837232752/

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Profile page: https://yespress.io/kristian-marquez
Published by YesPress — https://yespress.io
Last updated: 2026-10-10