![Whit Davis](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Whit Davis
Gestore di Portafoglio-Azioni presso Edge Capital Partners LLC
Profilo
Mr. Lamar W.
Davis is a Partner at Edge Capital Partners LLC.
Mr. Davis helps identify strategies that meet the specific needs of clients, and works with the team to implement those ideas in each investment portfolio.
He especially enjoys the challenge of finding the right balance of investments for a variety of situations.
Whit communicates Edge’s thinking on current and future economic trends with our clients, as well as the impact of those trends on their portfolios.
Mr. Davis began his career as a financial advisor and sales associate with Morgan Stanley, and was also responsible for business development and client asset allocation strategies with Credit Suisse prior to joining Edge.
He earned a Bachelor of Arts in History from the University of the South and Master in Business Administration from the Goizueta School of Business at Emory University.
Posizioni attive di Whit Davis
Società | Posizione | Inizio |
---|---|---|
Edge Capital Partners LLC
![]() Edge Capital Partners LLC Investment ManagersFinance Edge Capital Partners LLC is a financial advisory firm that assists individuals, families, and institutions by creating investment management solutions. Its services include asset management, corporate finance, and risk management services. The company was founded by Lou Faust and Henry Morgan Jones and is headquartered in Atlanta, GA. | Gestore di Portafoglio-Azioni | - |
Precedenti posizioni note di Whit Davis
Società | Posizione | Fine |
---|---|---|
Edge Advisors LLC
![]() Edge Advisors LLC Investment ManagersFinance Edge Advisors LLC is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2006 and is a subsidiary of Edge Capital Partners LLC. Edge Advisors provides comprehensive wealth management exclusively to individuals, families, and institutions with substantial wealth. | Analyst-Equity | 01/07/2018 |
MORGAN STANLEY | Corporate Officer/Principal | - |
Credit Suisse First Boston Corp. | Corporate Officer/Principal | - |
Formazione di Whit Davis
Sewanee-The University of the South | Undergraduate Degree |
Emory 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 |
---|---|
MORGAN STANLEY | Finance |
Aziende private | 3 |
---|---|
Edge Capital Partners LLC
![]() Edge Capital Partners LLC Investment ManagersFinance Edge Capital Partners LLC is a financial advisory firm that assists individuals, families, and institutions by creating investment management solutions. Its services include asset management, corporate finance, and risk management services. The company was founded by Lou Faust and Henry Morgan Jones and is headquartered in Atlanta, GA. | Finance |
Credit Suisse First Boston Corp. | Finance |
Edge Advisors LLC
![]() Edge Advisors LLC Investment ManagersFinance Edge Advisors LLC is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2006 and is a subsidiary of Edge Capital Partners LLC. Edge Advisors provides comprehensive wealth management exclusively to individuals, families, and institutions with substantial wealth. | Finance |
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