Chapin Davis, Inc.
Industry: Company
DescriptionFounded: 1952
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Chapin Davis, Inc. Employees
Employee
Years
Job
Industry
Ashley Hardy Ashley Hardy's Chapin Davis, Inc. Experience March 2015 - Present
Job Branch Administrator at Chapin Davis, Inc.
Industry Market Research
Experience
Chapin Davis, Inc. March 2015 - Present
Hollister Co February 2014 - September 2014
Hollister Co. January 2014 - February 2014
TIC Gums May 2013 - August 2013
Skills
B2B Marketing, Market Research, Salesforce.com, Social Media Marketing, Email Marketing, Social Networking, Consumer Products, Social Media, Event Planning, Trade Shows, Public Relations, Advertising, Marketing Strategy, PowerPoint, Event Management, CRM, Customer Service, Microsoft Word, Microsoft Office, Time Management, Public Speaking
Education
Salisbury University - Perdue School of Business 2011 — 2013
Bachelor of Science (BS), Business Administration and Economics
The Community College of Baltimore County 2008 — 2011
Associate's Degree
Chapin Davis, Inc. March 2015 - Present
Hollister Co February 2014 - September 2014
Hollister Co. January 2014 - February 2014
TIC Gums May 2013 - August 2013
Skills
B2B Marketing, Market Research, Salesforce.com, Social Media Marketing, Email Marketing, Social Networking, Consumer Products, Social Media, Event Planning, Trade Shows, Public Relations, Advertising, Marketing Strategy, PowerPoint, Event Management, CRM, Customer Service, Microsoft Word, Microsoft Office, Time Management, Public Speaking
Education
Salisbury University - Perdue School of Business 2011 — 2013
Bachelor of Science (BS), Business Administration and Economics
The Community College of Baltimore County 2008 — 2011
Associate's Degree
Charles Laubach Charles Laubach's Chapin Davis, Inc. Experience April 2015 - Present
Job Financial Advisor, Vice PresidentInvestments, Chapin Davis
Industry Financial Services
Experience
Chapin Davis, Inc. April 2015 - Present
Ameriprise Financial Services, Inc. September 2012 - February 2015
Wells Fargo Advisors 2004 - 2012
Morgan Stanley 1994 - 2004
Smith Barney 1986 - 1994
Merrill Lynch 1983 - 1986
Skills
Finance, Investments, Retirement Planning, Financial Analysis, Retirement, Estate Planning, Financial Modeling, Financial Planning, Strategic Planning, Portfolio Management
Education
Loyola University Maryland 1981 — 1982
Master of Business Administration (MBA), Accounting
University of Baltimore 1976 — 1978
Bachelor of Science (BS), Finance
Essex Community College
Perry Hall
Chapin Davis, Inc. April 2015 - Present
Ameriprise Financial Services, Inc. September 2012 - February 2015
Wells Fargo Advisors 2004 - 2012
Morgan Stanley 1994 - 2004
Smith Barney 1986 - 1994
Merrill Lynch 1983 - 1986
Skills
Finance, Investments, Retirement Planning, Financial Analysis, Retirement, Estate Planning, Financial Modeling, Financial Planning, Strategic Planning, Portfolio Management
Education
Loyola University Maryland 1981 — 1982
Master of Business Administration (MBA), Accounting
University of Baltimore 1976 — 1978
Bachelor of Science (BS), Finance
Essex Community College
Perry Hall
Thomas Jester II Thomas Jester II's Chapin Davis, Inc. Experience May 2013 - Present
Job Senior Vice President at Chapin Davis Investments Inc.
Industry Financial Services
Experience
Chapin Davis, Inc. May 2013 - Present
Morgan Stanley Smith Barney 1995 - May 2013
Archer Daniels Midland 1991 - 1995
Skills
Family Wealth Planning..., Investment Management, Series 7, Alternative Investments, Mutual Funds, Wealth Management, Investments, Asset Management, Portfolio Management, Asset Allocation, Commodity, Retirement Planning, Equities, Securities, Series 63, Investment Advisory, Fixed Income, Strategic Financial..., Retirement, Financial Advisory, Financial Modeling, Investment Strategies, Business Development, Strategy, Separately Managed..., ETFs, FINRA, 401k
Education
Millikin University 1987 — 1991
BS, Finance
Chapin Davis, Inc. May 2013 - Present
Morgan Stanley Smith Barney 1995 - May 2013
Archer Daniels Midland 1991 - 1995
Skills
Family Wealth Planning..., Investment Management, Series 7, Alternative Investments, Mutual Funds, Wealth Management, Investments, Asset Management, Portfolio Management, Asset Allocation, Commodity, Retirement Planning, Equities, Securities, Series 63, Investment Advisory, Fixed Income, Strategic Financial..., Retirement, Financial Advisory, Financial Modeling, Investment Strategies, Business Development, Strategy, Separately Managed..., ETFs, FINRA, 401k
Education
Millikin University 1987 — 1991
BS, Finance
Thomas N. Thibeault Thomas N. Thibeault's Chapin Davis, Inc. Experience October 2009 - Present
Job Vice President of Investments at Chapin Davis, Inc., Chapin Davis Board of Directors Member
Industry Investment Management
Experience
Chapin Davis, Inc. October 2009 - Present
UBS Financial November 2006 - October 2009
Mount Vernon Assoc. August 2003 - November 2006
Deutsche Bank January 1994 - July 2003
Maryland National Bank 1986 - 1994
FNB Maryland 1982 - 1985
Education
Loyola University Maryland 1984 — 1988
Masters, Finance
University of Maryland Baltimore County 1977 — 1981
BS, Economics
Dulaney HS
Chapin Davis, Inc. October 2009 - Present
UBS Financial November 2006 - October 2009
Mount Vernon Assoc. August 2003 - November 2006
Deutsche Bank January 1994 - July 2003
Maryland National Bank 1986 - 1994
FNB Maryland 1982 - 1985
Education
Loyola University Maryland 1984 — 1988
Masters, Finance
University of Maryland Baltimore County 1977 — 1981
BS, Economics
Dulaney HS
Bill Whitescarver Bill Whitescarver's Chapin Davis, Inc. Experience January 2012 - Present
Job Vice President of Investments
Industry Financial Services
Experience
Chapin Davis, Inc. January 2012 - Present
Chapin Davis, Inc. June 2007 - Present
Maryland Supplemental Retirement Plans August 2004 - March 2012
Benefit Designers of Maryland, Inc. January 1985 - May 2007
Meidinger, Inc. (currently Mercer) June 1979 - January 1983
Herget & Company, Inc. June 1969 - May 1979
Mercantile Safe-Deposit & Trust March 1968 - June 1969
Skills
Qualified Retirement..., Retirement Planning, Investment Advisory, Mutual Funds, Securities, Investments, Series 63, Portfolio Management, Financial Modeling, Financial Planning, Asset Allocation, Financial Advisory, Equities, 401k, FINRA, Strategic Planning
Education
University of Baltimore 1978 — 1980
Master's degree, Tax Law/Taxation
The Johns Hopkins University 1967 — 1970
Bachelor of Science (B.S.), Psychology
Chapin Davis, Inc. January 2012 - Present
Chapin Davis, Inc. June 2007 - Present
Maryland Supplemental Retirement Plans August 2004 - March 2012
Benefit Designers of Maryland, Inc. January 1985 - May 2007
Meidinger, Inc. (currently Mercer) June 1979 - January 1983
Herget & Company, Inc. June 1969 - May 1979
Mercantile Safe-Deposit & Trust March 1968 - June 1969
Skills
Qualified Retirement..., Retirement Planning, Investment Advisory, Mutual Funds, Securities, Investments, Series 63, Portfolio Management, Financial Modeling, Financial Planning, Asset Allocation, Financial Advisory, Equities, 401k, FINRA, Strategic Planning
Education
University of Baltimore 1978 — 1980
Master's degree, Tax Law/Taxation
The Johns Hopkins University 1967 — 1970
Bachelor of Science (B.S.), Psychology
Katie Gibbs Katie Gibbs's Chapin Davis, Inc. Experience September 2015 - Present
Job Branch Administrator at Chapin Davis, Inc.
Industry Design
Experience
Chapin Davis, Inc. September 2015 - Present
Orderup October 2014 - March 2015
Cox Kitchens and Baths 2002 - 2013
Skills
Computer Proficiency, Customer Service, Customer Satisfaction, Client Billing, Filing, Proposal Writing, Accounts Payable, Accounts Receivable, Cold Calling, Organization Skills, Management
Education
Garrison Forest School
Towson University
English/Language Arts Teacher Education
Chapin Davis, Inc. September 2015 - Present
Orderup October 2014 - March 2015
Cox Kitchens and Baths 2002 - 2013
Skills
Computer Proficiency, Customer Service, Customer Satisfaction, Client Billing, Filing, Proposal Writing, Accounts Payable, Accounts Receivable, Cold Calling, Organization Skills, Management
Education
Garrison Forest School
Towson University
English/Language Arts Teacher Education
Jason Sippel Jason Sippel's Chapin Davis, Inc. Experience January 2014 - May 2015
Job Portfolio Manager
Industry Financial Services
Experience
Chapin Davis, Inc. January 2014 - May 2015
Follett Educational Services May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Strategic Planning, Asset Management, Financial Analysis, Portfolio Management, Team Leadership, Public Speaking, Visual Basic, Data Analysis, Equities
Education
Bradley University 2010 — 2015
Bachelor of Science (BS), Finance 3/2 (Undergraduate/Graduate Program)
Glenbard East, Lombard IL 2006 — 2010
High School Diploma
Chapin Davis, Inc. January 2014 - May 2015
Follett Educational Services May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Strategic Planning, Asset Management, Financial Analysis, Portfolio Management, Team Leadership, Public Speaking, Visual Basic, Data Analysis, Equities
Education
Bradley University 2010 — 2015
Bachelor of Science (BS), Finance 3/2 (Undergraduate/Graduate Program)
Glenbard East, Lombard IL 2006 — 2010
High School Diploma
Kevin Cory Kevin Cory's Chapin Davis, Inc. Experience March 2010 - Present
Job Managing Partner at Cory Capital Management, LLC
Industry Investment Management
Experience
Cory Capital Management, LLC October 2013 - Present
Savoy Advisors, LLC September 2013 - Present
Chapin Davis, Inc. March 2010 - Present
Joseph Cory Holdings, LLC. September 2001 - June 2010
Deutsche Banc. Alex Brown, LLC January 2000 - September 2000
Ferris, Baker Watts, Inc May 1995 - January 2000
Gabelli Asset Management June 1989 - April 1995
Skills
Investments, Portfolio Management, Management, Asset Management, Mutual Funds, Financial Modeling, Valuation, Private Equity, Equities, Alternative Investments
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
Loyola University Maryland 1985 — 1989
Tenafly
Cory Capital Management, LLC October 2013 - Present
Savoy Advisors, LLC September 2013 - Present
Chapin Davis, Inc. March 2010 - Present
Joseph Cory Holdings, LLC. September 2001 - June 2010
Deutsche Banc. Alex Brown, LLC January 2000 - September 2000
Ferris, Baker Watts, Inc May 1995 - January 2000
Gabelli Asset Management June 1989 - April 1995
Skills
Investments, Portfolio Management, Management, Asset Management, Mutual Funds, Financial Modeling, Valuation, Private Equity, Equities, Alternative Investments
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
Loyola University Maryland 1985 — 1989
Tenafly
Elisabeth Albert Hayes's Chapin Davis, Inc. Experience January 1998 - Present
Job Sr. Vice President of Investments at Chapin Davis, Inc.
Industry Financial Services
Experience
Chapin Davis, Inc. January 1998 - Present
Chapin Davis, Inc. 1991 - Present
Skills
Investments, Portfolio Management, Asset Managment, Series 7, Bonds, Retirement Planning
Education
Loyola University Maryland 1978 — 1980
MBA
Hollins University 1966 — 1970
Bachelor of Arts (B.A.), Political Science
Chapin Davis, Inc. January 1998 - Present
Chapin Davis, Inc. 1991 - Present
Skills
Investments, Portfolio Management, Asset Managment, Series 7, Bonds, Retirement Planning
Education
Loyola University Maryland 1978 — 1980
MBA
Hollins University 1966 — 1970
Bachelor of Arts (B.A.), Political Science
David Clogg's Chapin Davis, Inc. Experience June 1981 - June 2014
Job Registered Investment Advisor and Planner
Industry Investment Management
Experience
Maryland Agency, Inc. July 2015 - Present
David R. Clogg July 2014 - Present
Chapin Davis, Inc. June 1981 - June 2014
Chapin Davis 1981 - June 2014
Skills
Equities, Registered Investment..., Retirement Planning, Series 7, Financial Advisory, Portfolio Management, Investment Advisory, Asset Management, Marketing, Series 63, Mutual Funds, Personal Finance, Securities, Investments, Asset Allocation, FINRA, Wealth Management, Financial Planning, Customer Service, Management
Education
University of Maryland College Park 1965 — 1969
B.S>, Marketing
Maryland Agency, Inc. July 2015 - Present
David R. Clogg July 2014 - Present
Chapin Davis, Inc. June 1981 - June 2014
Chapin Davis 1981 - June 2014
Skills
Equities, Registered Investment..., Retirement Planning, Series 7, Financial Advisory, Portfolio Management, Investment Advisory, Asset Management, Marketing, Series 63, Mutual Funds, Personal Finance, Securities, Investments, Asset Allocation, FINRA, Wealth Management, Financial Planning, Customer Service, Management
Education
University of Maryland College Park 1965 — 1969
B.S>, Marketing
Tim Hurtt's Chapin Davis, Inc. Experience May 2012 - Present
Job Sr. Vice President of Investments, Chapin Davis, Inc.
Industry Financial Services
Experience
Chapin Davis, Inc. May 2012 - Present
Wells Fargo Advisors May 2003 - May 2012
Prudential Financial March 1996 - May 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, C++, Editing, C, Java
Education
Penn State University 1988 — 1992
Bachelor's Degree, Contract Negotiation
Riverdale 1975 — 1988
Chapin Davis, Inc. May 2012 - Present
Wells Fargo Advisors May 2003 - May 2012
Prudential Financial March 1996 - May 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, C++, Editing, C, Java
Education
Penn State University 1988 — 1992
Bachelor's Degree, Contract Negotiation
Riverdale 1975 — 1988
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