![Whit Davis](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Whit Davis
Portefeuillebeheerder-Aandelen bij Edge Capital Partners LLC
Profiel
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.
Actieve functies van Whit Davis
Bedrijven | Functie | Begin |
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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. | Portefeuillebeheerder-Aandelen | - |
Eerdere bekende functies van Whit Davis
Bedrijven | Functie | Einde |
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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 | - |
Opleiding van Whit Davis
Sewanee-The University of the South | Undergraduate Degree |
Emory University | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Beursgenoteerde bedrijven | 1 |
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MORGAN STANLEY | Finance |
Bedrijven in privébezit | 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 |