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JD Davison
Direttore degli Investimenti presso
Austin Asset Management Co.
Profilo
Mr. Jonathan D.
Davison is a Chief Investment Officer & Principal at Austin Asset Management Co. Mr. Davison directs the Wealth Management team and applies science & research to attempt to deliver a positive investment experience for the firm's clients.
He also chairs the Investment Policy Committee.
Mr. Davison was previously employed as a Principal by RBC Wealth Management and UBS Wealth Management.
He received his BBA degree in Financial Planning/Services & Risk Management from Baylor University.
Posizioni attive di JD Davison
| Società | Posizione | Inizio |
|---|---|---|
Austin Asset Management Co.
 Austin Asset Management Co. Investment ManagersFinance Austin Asset develops investment strategies tailored to each client relationship. When structuring client portfolios, the firm’s portfolio managers and advisors focus on systematic drivers in different asset classes which generate higher expected returns to target the risk-adjusted return needed for success. Their equity allocation is diversified globally, minimizing concentrations in any one company, industry, or asset class. The fixed income allocation is composed of high quality, short-term debt instruments in order to minimize interest rate and default risks. | Direttore degli Investimenti | 01/06/2006 |
Precedenti posizioni note di JD Davison
| Società | Posizione | Fine |
|---|---|---|
RBC Wealth Management
 RBC Wealth Management Investment ManagersFinance RBCWM creates a plan tailored to their client’s complex needs and goals. The firm uses their discovery process in identifying their clients’ investment, retirement, tax and estate planning needs. | Corporate Officer/Principal | - |
Formazione di JD Davison
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
81
Relazioni di 1° grado
3
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Baylor University
 Baylor University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
RBC Wealth Management
RBC Wealth Management Investment ManagersFinance RBCWM creates a plan tailored to their client’s complex needs and goals. The firm uses their discovery process in identifying their clients’ investment, retirement, tax and estate planning needs. | Finance |
Austin Asset Management Co.
Austin Asset Management Co. Investment ManagersFinance Austin Asset develops investment strategies tailored to each client relationship. When structuring client portfolios, the firm’s portfolio managers and advisors focus on systematic drivers in different asset classes which generate higher expected returns to target the risk-adjusted return needed for success. Their equity allocation is diversified globally, minimizing concentrations in any one company, industry, or asset class. The fixed income allocation is composed of high quality, short-term debt instruments in order to minimize interest rate and default risks. | Finance |
