Whit Davis
Portfolio Manager-Aktien bei Edge Capital Partners LLC
Profil
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.
Aktive Positionen von Whit Davis
Unternehmen | Position | Beginn |
---|---|---|
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. | Portfolio Manager-Aktien | - |
Ehemalige bekannte Positionen von Whit Davis
Unternehmen | Position | Ende |
---|---|---|
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 | - |
Ausbildung von Whit Davis
Sewanee-The University of the South | Undergraduate Degree |
Emory University | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Börsennotierte Unternehmen | 1 |
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MORGAN STANLEY | Finance |
Private Unternehmen | 3 |
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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 |