![Will Davis](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profilo
Mr. William P.
Davis is a Wealth Management Advisor at Archford Capital Strategies LLC.
He has over 10 years of financial industry experience to Archford Capital Strategies, including an extensive background in portfolio management, securities research, and client satisfaction.
Mr. Davis served as a Chief Investment Officer & Portfolio Manager at Deschaine & Co. LLC from spring of 2014 through August 2015 and maintained discretionary responsibility for $85 million in assets during that time.
His responsibilities at Deschaine included managing three of the firm’s equity income portfolios, two of which he created.
Throughout his tenure at Deschaine & Co., he provided integral research and analysis in selecting and monitoring securities within the company’s portfolios.
Before joining Deschaine, he formally entered the financial industry as a trading assistant at Westmark Capital, and managed individual client accounts and assets for a private partnership where he specialized in building Long/Short hedged portfolios.
He received his Bachelor’s degree in Business Administration from Southeast Missouri State University.
Precedenti posizioni note di Will Davis
Società | Posizione | Fine |
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Deschaine & Co. LLC
![]() Deschaine & Co. LLC Investment ManagersFinance Deschaine & Co. LLC is an investment advisory firm founded in 1997. The company is based in Belleville, IL. The company provides investment advice. Deschaine & Co. was acquired by Archford Capital Strategies LLC on September 01, 2015. | Direttore degli Investimenti | 01/08/2015 |
Archford Capital Strategies LLC
![]() Archford Capital Strategies LLC Investment ManagersFinance Archford Capital Strategies LLC (Archford) is an independent registered investment advisor and wealth management firm headquartered in Swansea, Illinois. The firm was founded by James “Jim” Maher in 2013. Archford offers investment advisory services to individuals, high net worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations and businesses. | Analyst-Equity | - |
Formazione di Will Davis
Southeast Missouri State University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
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Deschaine & Co. LLC
![]() Deschaine & Co. LLC Investment ManagersFinance Deschaine & Co. LLC is an investment advisory firm founded in 1997. The company is based in Belleville, IL. The company provides investment advice. Deschaine & Co. was acquired by Archford Capital Strategies LLC on September 01, 2015. | Finance |
Archford Capital Strategies LLC
![]() Archford Capital Strategies LLC Investment ManagersFinance Archford Capital Strategies LLC (Archford) is an independent registered investment advisor and wealth management firm headquartered in Swansea, Illinois. The firm was founded by James “Jim” Maher in 2013. Archford offers investment advisory services to individuals, high net worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations and businesses. | Finance |
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