Carlton William Davis

Direttore/Membro del Consiglio presso Chevy Chase Trust Co.

Finance

Consumer Services

Profilo

Mr. Carlton W.
Davis, CFA, is a Director & Fixed Income Portfolio Manager at Chevy Chase Trust Co. He is on the Board of Directors at Chevy Chase Trust Co. He is also is a Fixed-Income Trader.
Previously, he was an institutional fixed-income trader at Liberty Mutual Investments in Boston, focusing primarily on municipals, credit, and interest rates.
Before that, he was an Assistant Vice President and fixed-income trader at Chevy Chase Trust and also worked at T.Rowe Price in Baltimore.
He graduated from Miami University with a B.S.
in Finance.
Mr. Davis is a Chartered Financial Analyst and is a member of the CFA Society of Washington D.C.

Posizioni attive di Carlton William Davis

Società	Posizione	Inizio
Chevy Chase Trust Co. Chevy Chase Trust Co. Investment ManagersFinance Chevy Chase Trust Co. (CCTC) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1997 and is a subsidiary of Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings, Inc. CCTC primarily provides investment management services to high-net-worth individuals, investment companies, pension and profit-sharing plans, charitable organizations, state and municipal entities, insurance companies, and other institutional clients.	Direttore/Membro del Consiglio	01/01/2022

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Precedenti posizioni note di Carlton William Davis

Società	Posizione	Fine
Chevy Chase Trust Co. Chevy Chase Trust Co. Investment ManagersFinance Chevy Chase Trust Co. (CCTC) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1997 and is a subsidiary of Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings, Inc. CCTC primarily provides investment management services to high-net-worth individuals, investment companies, pension and profit-sharing plans, charitable organizations, state and municipal entities, insurance companies, and other institutional clients.	Trading-Equity	01/03/2016

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Formazione di Carlton William Davis

University of Miami

Undergraduate Degree

Esperienze
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Inattive

Società quotate in Borsa

Aziende private

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Aziende private	1
Chevy Chase Trust Co. Chevy Chase Trust Co. Investment ManagersFinance Chevy Chase Trust Co. (CCTC) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1997 and is a subsidiary of Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings, Inc. CCTC primarily provides investment management services to high-net-worth individuals, investment companies, pension and profit-sharing plans, charitable organizations, state and municipal entities, insurance companies, and other institutional clients.	Finance