Terry Davies
Membro del Comitato di Investimento presso Old Port Advisors, Inc.
Profilo
Mr. Francis J.
Davies, III, is a Vice President at Old Port Advisors, Inc. He joined Old Port Advisors in December of 2005 as a Portfolio Manager.
He has been involved in the financial services industry for over 35 years and brings a wealth of experience to Old Port Advisors.
He is a member of the Investment Policy Committee.
Prior to joining Old Port Advisors, Mr. Davies was a Managing Director of Westport Capital Markets, a registered investment advisory firm and ran their Portland office after relocating to Maine in 2000.
He also worked as an officer at a New York Stock Exchange member firm and experience as a senior trader on an institutional equity desk on Wall Street.
He received his undergraduate degree from Lafayette College.
He has the unique Certified Divorce Financial Analyst designation.
Posizioni attive di Terry Davies
| Società | Posizione | Inizio |
|---|---|---|
Old Port Advisors, Inc.
 Old Port Advisors, Inc. Investment ManagersFinance Old Port Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Portland, Maine. The firm was founded by Fredric W. Williams in 1994 as Investment Management & Consulting Group, Inc. and changed their business name to Old Port Advisors, Inc. in 2014. They provide personalized Investment Management, Financial Planning, and Wealth Management services to individuals, trusts, estates, and charitable organizations, as well as business clients. In addition to these services, the firm provides Fiduciary Consulting to employers and retirement plan sponsors. | Membro del Comitato di Investimento | 01/12/2005 |
Formazione di Terry Davies
| Lafayette College | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 1 |
|---|---|
Old Port Advisors, Inc.
Old Port Advisors, Inc. Investment ManagersFinance Old Port Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Portland, Maine. The firm was founded by Fredric W. Williams in 1994 as Investment Management & Consulting Group, Inc. and changed their business name to Old Port Advisors, Inc. in 2014. They provide personalized Investment Management, Financial Planning, and Wealth Management services to individuals, trusts, estates, and charitable organizations, as well as business clients. In addition to these services, the firm provides Fiduciary Consulting to employers and retirement plan sponsors. | Finance |
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