Will Davis

Will Davis

Nessuna posizione attualmente

43 anni
Finance
Consumer Services

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

SocietàPosizioneFine
Direttore degli Investimenti 01/08/2015
Analyst-Equity -
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Formazione di Will Davis

Southeast Missouri State University Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Relazioni

3

Relazioni di 1° grado

3

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

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Società collegate

Aziende private2

Finance

Finance

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