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Marc Davis
Analyst-Equity presso Sawgrass Asset Management LLC
Profilo
Mr. William M.
Davis, CFA MBA, is an Equity Portfolio Manager at Sawgrass Asset Management LLC.
Mr. Davis is responsible for quantitative and fundamental research.
He serves on the firm’s equity management research committee.
Prior to Sawgrass, Mr. Davis worked with the Charles Schwab Corporation and the Vanguard Group.
His educational accomplishments include a M.B.A.
in Finance and a B.A.
in Economics from Wake Forest University, and earning a Chartered Financial Analyst (CFA) designation from The CFA Institute (formerly AIMR), of which he is a member.
He is also a member of the Jacksonville Financial Analysts Society.
Posizioni attive di Marc Davis
Società | Posizione | Inizio |
---|---|---|
Sawgrass Asset Management LLC
![]() Sawgrass Asset Management LLC Investment ManagersFinance Sawgrass Asset Management LLC (Sawgrass) is a SEC-registered investment advisor headquartered in Ponte Vedra Beach, Florida. The firm was founded in 1998 by its principals Andrew Cantor, Dean McQuiddy, and Brian Monroe. They are a wholly-owned subsidiary of Sawgrass Asset Management, Inc. (SAM). Sawgrass provides active equity and fixed income investment management services to institutional investors. | Analyst-Equity | 01/06/2001 |
Precedenti posizioni note di Marc Davis
Società | Posizione | Fine |
---|---|---|
CHARLES SCHWAB | Corporate Officer/Principal | - |
The Vanguard Group, Inc.
![]() The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Analyst-Equity | - |
Formazione di Marc Davis
Wake Forest University | Masters Business Admin |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Società quotate in Borsa | 1 |
---|---|
CHARLES SCHWAB | Finance |
Aziende private | 2 |
---|---|
Sawgrass Asset Management LLC
![]() Sawgrass Asset Management LLC Investment ManagersFinance Sawgrass Asset Management LLC (Sawgrass) is a SEC-registered investment advisor headquartered in Ponte Vedra Beach, Florida. The firm was founded in 1998 by its principals Andrew Cantor, Dean McQuiddy, and Brian Monroe. They are a wholly-owned subsidiary of Sawgrass Asset Management, Inc. (SAM). Sawgrass provides active equity and fixed income investment management services to institutional investors. | Finance |
The Vanguard Group, Inc.
![]() The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Finance |
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