Davis Advisors
Industry: Company
DescriptionDavis Selected Advisers is an independent, employee-owned investment management firm founded in 1969 that specializes in equities. Headquarters: Tucson, AZ Founded: 1969 Subsidiaries: Davis Distributors LLC, Davis Selected Advisers - NY, Inc.
Davis Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Davis Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Davis Advisors Employees
Employee
Years
Job
Industry
Cynthia Chamberlayne Cynthia Chamberlayne's Davis Advisors Experience February 2005 - Present
Job National Director at Davis Advisors
Industry Financial Services
Experience
Davis Advisors February 2005 - Present
Invesco Aim September 2001 - January 2005
Evergreen Investments 1997 - September 2001
Skills
Series 7, Mutual Funds, Series 63, Alternative Investments, Wealth Management, Investments, Asset Allocation, Asset Management, Securities, Investment Advisory, Retirement Planning, Portfolio Management
Education
Auburn University, College of Business 1988 — 1992
BS, Finance
Davis Advisors February 2005 - Present
Invesco Aim September 2001 - January 2005
Evergreen Investments 1997 - September 2001
Skills
Series 7, Mutual Funds, Series 63, Alternative Investments, Wealth Management, Investments, Asset Allocation, Asset Management, Securities, Investment Advisory, Retirement Planning, Portfolio Management
Education
Auburn University, College of Business 1988 — 1992
BS, Finance
Shirley Duval Shirley Duval's Davis Advisors Experience August 2013 - June 2014
Job Receptionist/Office Assistant
Industry Executive Office
Experience
Fifth Avenue Financial July 2015 - August 2015
NARS Cosmetics July 2015 - July 2015
Oxford University Press/Urban Studios June 2014 - April 2015
Davis Advisors August 2013 - June 2014
BET NETWORKS June 2012 - August 2013
People Finders Plus August 2011 - September 2012
Tourneau November 2008 - March 2010
The Premier Group May 2006 - November 2008
Skills
Outlook, Excel, Scheduling, Microsoft Office, Customer Service, PowerPoint, Access, Marketing, Human Resources, Invoicing, Microsoft Excel, Video Production
Education
Hunter College 2009 — 2011
Bachelor of Arts, French Language and Civilization
Laguardia Community College 2006 — 2008
Associates Degree, Business Administration
Fifth Avenue Financial July 2015 - August 2015
NARS Cosmetics July 2015 - July 2015
Oxford University Press/Urban Studios June 2014 - April 2015
Davis Advisors August 2013 - June 2014
BET NETWORKS June 2012 - August 2013
People Finders Plus August 2011 - September 2012
Tourneau November 2008 - March 2010
The Premier Group May 2006 - November 2008
Skills
Outlook, Excel, Scheduling, Microsoft Office, Customer Service, PowerPoint, Access, Marketing, Human Resources, Invoicing, Microsoft Excel, Video Production
Education
Hunter College 2009 — 2011
Bachelor of Arts, French Language and Civilization
Laguardia Community College 2006 — 2008
Associates Degree, Business Administration
Kevin Barton Kevin Barton's Davis Advisors Experience August 1998 - 2004
Job Founder, Managing Partner at Elevate Financial LLC
Industry Investment Management
Experience
Elevate Financial LLC July 2014 - Present
CBIZ Financial Solutions, Inc March 2012 - July 2014
ADP Retirement Services February 2007 - March 2012
Empower Retirement fka Great-West Retirement Services 2005 - 2007
Voya Investment Management fka ING Funds 2004 - 2005
Davis Advisors August 1998 - 2004
Skills
401k, Series 6, Profit Sharing, Series 63, Retirement Services, Plan Design, Retirement, Series 7, Mutual Funds, Defined Benefit, Employee Benefits, Investments, Pensions, Retirement Planning, ERISA, Annuities, Consultative Selling, Insurance, Asset Management, Financial Planning, Investment Advisory, Asset Allocation, Compliance, New Business Development, Portfolio Management, Customer Relations, Wealth Management, Benefits Administration, IRA's, Alternative Investments, Deferred Compensation, Securities, Strategic Planning, Public Speaking, Coaching, Benefits, Financial Advisory, Finance, Defined Contribution, Business Planning, Fixed Annuities
Education
University of Arizona 1991 — 1996
Bachelor of Science in Business Administration, Finance
Elevate Financial LLC July 2014 - Present
CBIZ Financial Solutions, Inc March 2012 - July 2014
ADP Retirement Services February 2007 - March 2012
Empower Retirement fka Great-West Retirement Services 2005 - 2007
Voya Investment Management fka ING Funds 2004 - 2005
Davis Advisors August 1998 - 2004
Skills
401k, Series 6, Profit Sharing, Series 63, Retirement Services, Plan Design, Retirement, Series 7, Mutual Funds, Defined Benefit, Employee Benefits, Investments, Pensions, Retirement Planning, ERISA, Annuities, Consultative Selling, Insurance, Asset Management, Financial Planning, Investment Advisory, Asset Allocation, Compliance, New Business Development, Portfolio Management, Customer Relations, Wealth Management, Benefits Administration, IRA's, Alternative Investments, Deferred Compensation, Securities, Strategic Planning, Public Speaking, Coaching, Benefits, Financial Advisory, Finance, Defined Contribution, Business Planning, Fixed Annuities
Education
University of Arizona 1991 — 1996
Bachelor of Science in Business Administration, Finance
Mark Boettcher Mark Boettcher's Davis Advisors Experience April 1999 - September 2003
Job Wealth Advisor at Solano Wealth Management, Inc.
Industry Financial Services
Experience
Solano Wealth Management, Inc. January 2015 - Present
NMP Associates January 2013 - December 2014
Janus Capital Group April 2005 - September 2012
Affiliated Managers Group October 2003 - April 2005
Davis Advisors April 1999 - September 2003
Davis Funds August 1997 - April 1999
Janus 1992 - 1997
Skills
Financial Modeling, Financial Markets, Retirement Planning, Financial Analysis, Investment Strategies, College Education..., Equities, Fixed Income, Investment Management, Portfolio Management, Investments, Asset Allocation, Alternative Investments, Mutual Funds, Wealth Management, Securities, Financial Services, Financial Advisory, Asset Management, Retirement, Series 7
Education
Southern Methodist University 1987 — 1991
BA, Political Science
Cherry Creek High School
Solano Wealth Management, Inc. January 2015 - Present
NMP Associates January 2013 - December 2014
Janus Capital Group April 2005 - September 2012
Affiliated Managers Group October 2003 - April 2005
Davis Advisors April 1999 - September 2003
Davis Funds August 1997 - April 1999
Janus 1992 - 1997
Skills
Financial Modeling, Financial Markets, Retirement Planning, Financial Analysis, Investment Strategies, College Education..., Equities, Fixed Income, Investment Management, Portfolio Management, Investments, Asset Allocation, Alternative Investments, Mutual Funds, Wealth Management, Securities, Financial Services, Financial Advisory, Asset Management, Retirement, Series 7
Education
Southern Methodist University 1987 — 1991
BA, Political Science
Cherry Creek High School
Stewart Martin's Davis Advisors Experience March 2000 - December 2010
Job Sales Manager at Natixis Global Asset Management
Industry Financial Services
Experience
Davis Advisors March 2000 - December 2010
Education
The University of Kansas 1994 — 1999
Bachelor of Arts, Political Science
Davis Advisors March 2000 - December 2010
Education
The University of Kansas 1994 — 1999
Bachelor of Arts, Political Science
Joe Emhof Joe Emhof's Davis Advisors Experience May 2006 - Present
Job Regional Director at Davis Advisors
Industry Investment Management
Experience
Davis Advisors May 2006 - Present
Putnam Investments 1999 - 2006
Nationwide Financial 1995 - 1999
Skills
Mutual Funds, Pensions, Series 7, Public Speaking, Seminars, Separately Managed..., Value Investing, Investment Management
Education
Canisius College 1983 — 1987
BA
Davis Advisors May 2006 - Present
Putnam Investments 1999 - 2006
Nationwide Financial 1995 - 1999
Skills
Mutual Funds, Pensions, Series 7, Public Speaking, Seminars, Separately Managed..., Value Investing, Investment Management
Education
Canisius College 1983 — 1987
BA
Peter Schaffer's Davis Advisors Experience 1998 - Present
Job Director at Davis Advisors
Industry Investment Management
Experience
Davis Advisors 1998 - Present
Skills
Series 7, Series 6, Series 63, Investments, Mutual Funds, Separately Managed..., Institutional..., Marketing, Relationship Management, Asset Management, Asset Allocation
Education
Cornell University 1986 — 1988
M.P.S., Hotel Administration
University of Connecticut 1979 — 1983
B.S., Business Administration
Hopkins School 1973 — 1979
College Preparatory School
Davis Advisors 1998 - Present
Skills
Series 7, Series 6, Series 63, Investments, Mutual Funds, Separately Managed..., Institutional..., Marketing, Relationship Management, Asset Management, Asset Allocation
Education
Cornell University 1986 — 1988
M.P.S., Hotel Administration
University of Connecticut 1979 — 1983
B.S., Business Administration
Hopkins School 1973 — 1979
College Preparatory School
Angela Billick Angela Billick's Davis Advisors Experience December 1996 - March 2001
Job
Industry Investment Management
Experience
John Hancock Investments May 2015 - Present
Augimas Partners LLC May 2014 - May 2015
Nuveen Investments October 2011 - April 2014
Soros Fund Management March 2011 - October 2011
BNP Paribas March 2005 - February 2011
J&W Seligman March 2001 - March 2005
Davis Advisors December 1996 - March 2001
Skills
Hedge Funds, Strategy, Financial Modeling, Mutual Funds, Asset Management, Product Management, Fixed Income, Product Marketing, Asset Managment, Management, Investments, Cross-functional Team..., Alternative Investments, Equities, Business Development, Analysis, Corporate Finance, Project Management, Derivatives, Product Development, Mergers & Acquisitions, Risk Management, Structured Products, Leadership, Financial Services, Bonds, Client Service Oriented, Finance, Client Services, Business Strategy, Marketing Strategy, Marketing Management, Marketing Communications, UCITS, AIFMD, Family Office, Private Funds, QIF/SIF/SPVs
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Finance, Strategy, Investment Banking
St. John's College 1992 — 1996
Bachelor of Arts (B.A.), Philosophy, Political Science, Psychology, Theoretical and Applied Math, Physics
John Hancock Investments May 2015 - Present
Augimas Partners LLC May 2014 - May 2015
Nuveen Investments October 2011 - April 2014
Soros Fund Management March 2011 - October 2011
BNP Paribas March 2005 - February 2011
J&W Seligman March 2001 - March 2005
Davis Advisors December 1996 - March 2001
Skills
Hedge Funds, Strategy, Financial Modeling, Mutual Funds, Asset Management, Product Management, Fixed Income, Product Marketing, Asset Managment, Management, Investments, Cross-functional Team..., Alternative Investments, Equities, Business Development, Analysis, Corporate Finance, Project Management, Derivatives, Product Development, Mergers & Acquisitions, Risk Management, Structured Products, Leadership, Financial Services, Bonds, Client Service Oriented, Finance, Client Services, Business Strategy, Marketing Strategy, Marketing Management, Marketing Communications, UCITS, AIFMD, Family Office, Private Funds, QIF/SIF/SPVs
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Finance, Strategy, Investment Banking
St. John's College 1992 — 1996
Bachelor of Arts (B.A.), Philosophy, Political Science, Psychology, Theoretical and Applied Math, Physics
Chad Kieffer Chad Kieffer's Davis Advisors Experience August 2006 - Present
Job Web Designer and Developer
Industry Information Technology and Services
Experience
Davis Advisors August 2006 - Present
2 tablespoons May 1998 - Present
Gallery 2003 - 2014
Los Alamos National Laboratory July 2004 - August 2006
Los Alamos National Laboratory July 1995 - June 2004
Los Alamos National Laboratory July 1994 - June 1995
Skills
Accessibility, HTML, MySQL, Perl, Web Design, PHP, JavaScript, CSS, Microsoft SQL Server, Drupal, Wordpress, Subversion, Sybase Adaptive Server, Graphic Design, Git, Database Administration, Database Design, Information Architecture, Unix Shell Scripting, Dreamweaver, jQuery, Programming, Software Development, Web Development, Apache, Software Engineering, Shell Scripting, XHTML, Linux, Web Applications, XML, WordPress, CVS, Databases, CMS, User Experience, User Interface, LAMP, AJAX, Usability, Open Source, Web Services, Content Management, Bash, User Interface Design, Website Development, SQL, User-centered Design, HTML 5, HTML5
Education
University of Cincinnati 1989 — 1994
BS
Davis Advisors August 2006 - Present
2 tablespoons May 1998 - Present
Gallery 2003 - 2014
Los Alamos National Laboratory July 2004 - August 2006
Los Alamos National Laboratory July 1995 - June 2004
Los Alamos National Laboratory July 1994 - June 1995
Skills
Accessibility, HTML, MySQL, Perl, Web Design, PHP, JavaScript, CSS, Microsoft SQL Server, Drupal, Wordpress, Subversion, Sybase Adaptive Server, Graphic Design, Git, Database Administration, Database Design, Information Architecture, Unix Shell Scripting, Dreamweaver, jQuery, Programming, Software Development, Web Development, Apache, Software Engineering, Shell Scripting, XHTML, Linux, Web Applications, XML, WordPress, CVS, Databases, CMS, User Experience, User Interface, LAMP, AJAX, Usability, Open Source, Web Services, Content Management, Bash, User Interface Design, Website Development, SQL, User-centered Design, HTML 5, HTML5
Education
University of Cincinnati 1989 — 1994
BS
Reed Finley Reed Finley's Davis Advisors Experience Vice presidentOppenheimerFundsAugust 1995 - March 1998
Job Vice President/Regional Director at Davis Advisors
Industry Financial Services
Experience
Davis Advisors Vice presidentOppenheimerFundsAugust 1995 - March 1998
Education
Saint Bonaventure University 1981 — 1985
BBA, Marketing/Management
Davis Advisors Vice presidentOppenheimerFundsAugust 1995 - March 1998
Education
Saint Bonaventure University 1981 — 1985
BBA, Marketing/Management
Julie Nye's Davis Advisors Experience 2000 - 2012
Job Vice President, Regional Director at Manning & Napier Advisors
Industry Financial Services
Experience
Manning & Napier Advisors March 2013 - Present
Stone Flower Foundation June 2011 - Present
Davis Advisors 2000 - 2012
Delaware Investments, a member of the Macquarie Group 1996 - 2000
Voyageur Asset Management 1993 - 1996
Fortis Financial Group 1990 - 1993
RBC Wealth Management, Minneapois, MN 1987 - 1990
Education
Drake University 1981 — 1985
Bachelor of Arts (B.A.), Economics, German
Manning & Napier Advisors March 2013 - Present
Stone Flower Foundation June 2011 - Present
Davis Advisors 2000 - 2012
Delaware Investments, a member of the Macquarie Group 1996 - 2000
Voyageur Asset Management 1993 - 1996
Fortis Financial Group 1990 - 1993
RBC Wealth Management, Minneapois, MN 1987 - 1990
Education
Drake University 1981 — 1985
Bachelor of Arts (B.A.), Economics, German
James A. Shaw James A. Shaw's Davis Advisors Experience January 2008 - June 2010
Job Executive Vice President of the Central Region at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors November 2011 - Present
Davis Advisors January 2008 - June 2010
Davis Advisors January 1997 - January 2008
ZURICH/KEMPER FUNDS January 1996 - January 1997
OppenheimerFunds January 1993 - January 1996
Merrill Lynch January 1991 - January 1992
Skills
Wealth Management, Financial Services, Financial Planning, Estate Planning..., Insurance Planning, Retirement Planning..., Executive Benefits...
Education
University of Northern Colorado
Bachelor of Arts, Finance
University of Phoenix
Master, Business Administration
AXA Advisors November 2011 - Present
Davis Advisors January 2008 - June 2010
Davis Advisors January 1997 - January 2008
ZURICH/KEMPER FUNDS January 1996 - January 1997
OppenheimerFunds January 1993 - January 1996
Merrill Lynch January 1991 - January 1992
Skills
Wealth Management, Financial Services, Financial Planning, Estate Planning..., Insurance Planning, Retirement Planning..., Executive Benefits...
Education
University of Northern Colorado
Bachelor of Arts, Finance
University of Phoenix
Master, Business Administration
Dwight Blazin Dwight Blazin's Davis Advisors Experience June 1994 - Present
Job Research
Industry Investment Management
Experience
Davis Selected Advisers June 1994 - Present
Davis Advisors June 1994 - Present
Education
New York University 1987 — 1991
Doctor of Philosophy (Ph.D.), Music History, Literature, and Theory
Manhattan School of Music 1985 — 1987
MMU, Piano Performance
Brigham Young University 1983 — 1985
BMU, Music Performance, Piano
San Francisco Conservatory of Music 1980 — 1981
Music Performance, Piano
Davis Selected Advisers June 1994 - Present
Davis Advisors June 1994 - Present
Education
New York University 1987 — 1991
Doctor of Philosophy (Ph.D.), Music History, Literature, and Theory
Manhattan School of Music 1985 — 1987
MMU, Piano Performance
Brigham Young University 1983 — 1985
BMU, Music Performance, Piano
San Francisco Conservatory of Music 1980 — 1981
Music Performance, Piano
Jason Castelluccio Jason Castelluccio's Davis Advisors Experience March 2008 - October 2012
Job Executive Director, Client Portfolio Manager at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management April 2013 - Present
Davis Advisors March 2008 - October 2012
Smith Barney April 2003 - March 2008
Medco Health Solutions June 2000 - March 2003
Education
Fordham University - Graduate School of Business Administration 2005 — 2009
Master of Business Administration, Concentration in Finance
University of Delaware 1996 — 2000
Bachelor of Science degree in Business Administration, Concentration in Finance with a minor in Economics
J.P. Morgan Asset Management April 2013 - Present
Davis Advisors March 2008 - October 2012
Smith Barney April 2003 - March 2008
Medco Health Solutions June 2000 - March 2003
Education
Fordham University - Graduate School of Business Administration 2005 — 2009
Master of Business Administration, Concentration in Finance
University of Delaware 1996 — 2000
Bachelor of Science degree in Business Administration, Concentration in Finance with a minor in Economics
Jack Liebau Jack Liebau's Davis Advisors Experience September 2011 - July 2013
Job Investment Management Professional and Corporate Director
Industry Investment Management
Experience
Pep Boys July 2015 - Present
Myers Industries April 2015 - Present
Roundwood Asset Management July 2013 - February 2015
Davis Advisors September 2011 - July 2013
Liebau Asset Management Co September 2003 - September 2011
Herley Industries December 2010 - April 2011
Media General April 2008 - April 2009
PRIMECAP Management Company May 1986 - September 2003
Capital Group June 1984 - May 1986
Skills
Investment Management, Equities, Portfolio Management, Asset Management, Finance, Investments, Asset Managment, Board of Directors, Financial Markets, Mutual Funds, Securities, Corporate Development, Investment Banking, Due Diligence, Strategy, Mergers & Acquisitions, Start-ups, Corporate Finance, Investment Advisory, Valuation, Economics, Leadership, Board of Director..., Financial Analysis, Venture Capital, Emerging Markets, Trading, Bloomberg, Equity Valuation, Equity Research, Audit Committee, Corporate Governance
Education
Stanford University 1981 — 1985
A.B., Economics, with honors
Phillips Academy, Andover 1978 — 1981
Pep Boys July 2015 - Present
Myers Industries April 2015 - Present
Roundwood Asset Management July 2013 - February 2015
Davis Advisors September 2011 - July 2013
Liebau Asset Management Co September 2003 - September 2011
Herley Industries December 2010 - April 2011
Media General April 2008 - April 2009
PRIMECAP Management Company May 1986 - September 2003
Capital Group June 1984 - May 1986
Skills
Investment Management, Equities, Portfolio Management, Asset Management, Finance, Investments, Asset Managment, Board of Directors, Financial Markets, Mutual Funds, Securities, Corporate Development, Investment Banking, Due Diligence, Strategy, Mergers & Acquisitions, Start-ups, Corporate Finance, Investment Advisory, Valuation, Economics, Leadership, Board of Director..., Financial Analysis, Venture Capital, Emerging Markets, Trading, Bloomberg, Equity Valuation, Equity Research, Audit Committee, Corporate Governance
Education
Stanford University 1981 — 1985
A.B., Economics, with honors
Phillips Academy, Andover 1978 — 1981
Patricia McAndrews's Davis Advisors Experience 2006 - 2006
Job Executive Assistant to the CEO at American Media (publisher of Men's Fitness, Muscle & Fitness, Flex, Ok!, and Star)
Industry Publishing
Experience
American Media, Inc. October 2013 - Present
Harbinger Capital Partners December 2011 - June 2013
MatlinPatterson Global Advisers October 2006 - December 2010
Davis Advisors 2006 - 2006
Warburg Pincus LLC 1999 - 2004
Simon & Schuster 1993 - 1998
Skills
Estate Management, Travel Management, Property Management, Staff Management, Event Planning, Calendaring, Vendor Relations, Business Correspondence, Excel, Fundraising, Microsoft Office, Contract Negotiation, Outlook, PowerPoint, Quickbooks, Research, Spanish, Security, Troubleshooting, Word, Personal Shopping, Microsoft Excel, Microsoft Word, Teamwork, QuickBooks, Publishing, Analysis
Education
Long Island University - C.W. Post College 1987 — 1990
Majors - English / Art History. Minor - Philosophy
Boston College 1986 — 1987
St Francis Preparatory
American Media, Inc. October 2013 - Present
Harbinger Capital Partners December 2011 - June 2013
MatlinPatterson Global Advisers October 2006 - December 2010
Davis Advisors 2006 - 2006
Warburg Pincus LLC 1999 - 2004
Simon & Schuster 1993 - 1998
Skills
Estate Management, Travel Management, Property Management, Staff Management, Event Planning, Calendaring, Vendor Relations, Business Correspondence, Excel, Fundraising, Microsoft Office, Contract Negotiation, Outlook, PowerPoint, Quickbooks, Research, Spanish, Security, Troubleshooting, Word, Personal Shopping, Microsoft Excel, Microsoft Word, Teamwork, QuickBooks, Publishing, Analysis
Education
Long Island University - C.W. Post College 1987 — 1990
Majors - English / Art History. Minor - Philosophy
Boston College 1986 — 1987
St Francis Preparatory
Mark E. Cline, CFP®, RPA Mark E. Cline, CFP®, RPA's Davis Advisors Experience January 2005 - June 2006
Job Benefits and Compensation Services Group
Industry Utilities
Experience
Tucson Electric Power October 2014 - Present
FiduciaryVest, LLC April 2008 - October 2014
Davis Advisors January 2005 - June 2006
Vanguard November 1998 - January 2005
Skills
Mutual Funds, Finance, Series 65, Stocks, Bonds, ERISA, Defined Contribution..., Defined Benefit Plans, Non-Qualified Plans, Defined Contribution, Non-Qualified Deferred..., Defined Benefit, Qualified Retirement..., Series 63, 401k, Retirement Planning, Asset Allocation, Pension Funds, Retirement, Asset Management, Employee Benefits, Financial Services
Education
University of Arizona, Eller College of Management
BSBA, Finance
Tucson Electric Power October 2014 - Present
FiduciaryVest, LLC April 2008 - October 2014
Davis Advisors January 2005 - June 2006
Vanguard November 1998 - January 2005
Skills
Mutual Funds, Finance, Series 65, Stocks, Bonds, ERISA, Defined Contribution..., Defined Benefit Plans, Non-Qualified Plans, Defined Contribution, Non-Qualified Deferred..., Defined Benefit, Qualified Retirement..., Series 63, 401k, Retirement Planning, Asset Allocation, Pension Funds, Retirement, Asset Management, Employee Benefits, Financial Services
Education
University of Arizona, Eller College of Management
BSBA, Finance
Kathleen Battista Kathleen Battista's Davis Advisors Experience April 2013 - 2013
Job Communications Associate
Industry Entertainment
Experience
Wealth Management Firm / Alternative Investment Firm 2014 - Present
Fox Business Network November 2010 - April 2013
Davis Advisors April 2013 - 2013
Dahooma Productions October 2010 - December 2011
PMA Literary and Film Management, Inc. July 2009 - January 2010
Nancy Glass Productions January 2009 - May 2009
The New York Post May 2008 - July 2008
Education
Saint Joseph's University 2005 — 2009
Bachelors, English
Montclair State University International Summer Institutes - Nice, France 2008 — 2008
Lacordaire Academy 2001 — 2005
Wealth Management Firm / Alternative Investment Firm 2014 - Present
Fox Business Network November 2010 - April 2013
Davis Advisors April 2013 - 2013
Dahooma Productions October 2010 - December 2011
PMA Literary and Film Management, Inc. July 2009 - January 2010
Nancy Glass Productions January 2009 - May 2009
The New York Post May 2008 - July 2008
Education
Saint Joseph's University 2005 — 2009
Bachelors, English
Montclair State University International Summer Institutes - Nice, France 2008 — 2008
Lacordaire Academy 2001 — 2005
Colleen Maldonado's Davis Advisors Experience October 2004 - December 2006
Job Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2011 - February 2015
Morgan Stanley May 2010 - June 2011
MassMutual Financial Group January 2007 - March 2010
Davis Advisors October 2004 - December 2006
United States Air Force August 2001 - June 2004
WorldCom February 1999 - June 2001
Skills
Program Management, Leadership, Mutual Funds, Series 7, Financial Planning, Investments, Sales, Strategic Planning, Process Improvement, Financial Services, Financial Analysis, Equities, Retirement Planning, Analysis, Series 31, Series 63, Series 66, CRPC, CMFC
Education
Regis University 2000 — 2001
Master of Business Administration (MBA), International Relations and Affairs
University of Colorado Colorado Springs 1997 — 1999
Bachelor of Arts, Communication, General
Fidelity Investments July 2011 - February 2015
Morgan Stanley May 2010 - June 2011
MassMutual Financial Group January 2007 - March 2010
Davis Advisors October 2004 - December 2006
United States Air Force August 2001 - June 2004
WorldCom February 1999 - June 2001
Skills
Program Management, Leadership, Mutual Funds, Series 7, Financial Planning, Investments, Sales, Strategic Planning, Process Improvement, Financial Services, Financial Analysis, Equities, Retirement Planning, Analysis, Series 31, Series 63, Series 66, CRPC, CMFC
Education
Regis University 2000 — 2001
Master of Business Administration (MBA), International Relations and Affairs
University of Colorado Colorado Springs 1997 — 1999
Bachelor of Arts, Communication, General
Astrid Rademeyer's Davis Advisors Experience June 2012 - August 2012
Job Community Health Advisor at Peace Corps
Industry Higher Education
Experience
Peace Corps February 2014 - Present
Levin Simes LLP September 2013 - December 2013
Davis Advisors June 2012 - August 2012
PepsiCo Global Health and Agriculture Policy January 2012 - January 2012
Jean Terwilliger, AIA architect September 2011 - September 2011
Skills
Research, Microsoft Excel, Spanish, French, Facebook, PowerPoint, Microsoft Word, Microsoft Office, Editing, English, Event Planning, Nonprofits, Python, HTML, PADI Open Water Diver, Skiing
Education
Middlebury College 2009 — 2013
Bachelor’s Degree, Spanish and Iberian Studies, Graduated cum laude and Highest Honors in Spanish Department
Lycée Français Charles de Gaulle 2000 — 2009
Baccalauréat, Littéraire, Mention Très Bien (Highest Honours)
Middlebury Language School
German Studies
School for International Training
Study Abroad, Multiculturalism, Globalization and Social Change
Peace Corps February 2014 - Present
Levin Simes LLP September 2013 - December 2013
Davis Advisors June 2012 - August 2012
PepsiCo Global Health and Agriculture Policy January 2012 - January 2012
Jean Terwilliger, AIA architect September 2011 - September 2011
Skills
Research, Microsoft Excel, Spanish, French, Facebook, PowerPoint, Microsoft Word, Microsoft Office, Editing, English, Event Planning, Nonprofits, Python, HTML, PADI Open Water Diver, Skiing
Education
Middlebury College 2009 — 2013
Bachelor’s Degree, Spanish and Iberian Studies, Graduated cum laude and Highest Honors in Spanish Department
Lycée Français Charles de Gaulle 2000 — 2009
Baccalauréat, Littéraire, Mention Très Bien (Highest Honours)
Middlebury Language School
German Studies
School for International Training
Study Abroad, Multiculturalism, Globalization and Social Change
Andrew Haines Andrew Haines's Davis Advisors Experience May 2014 - Present
Job Compliance Associate
Industry Financial Services
Experience
Davis Advisors May 2014 - Present
Hillsdale College November 2011 - Present
National Center for Policy Analysis June 2013 - August 2013
Mutual Fund Company June 2012 - July 2012
Jesse Kelly for Congress Campaign May 2012 - June 2012
Skills
Economics, Research, Microsoft Excel, Statistics, Market Research, Economic Research, Public Speaking, Policy Analysis, PowerPoint, Microsoft Office, Policy, Politics
Education
Hillsdale College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Pusch Ridge Christian Academy 2006 — 2010
High School Diploma
Davis Advisors May 2014 - Present
Hillsdale College November 2011 - Present
National Center for Policy Analysis June 2013 - August 2013
Mutual Fund Company June 2012 - July 2012
Jesse Kelly for Congress Campaign May 2012 - June 2012
Skills
Economics, Research, Microsoft Excel, Statistics, Market Research, Economic Research, Public Speaking, Policy Analysis, PowerPoint, Microsoft Office, Policy, Politics
Education
Hillsdale College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Pusch Ridge Christian Academy 2006 — 2010
High School Diploma
Nicole Sara Pagel Nicole Sara Pagel's Davis Advisors Experience February 2014 - June 2015
Job Masters student Computer Science
Industry Computer Software
Experience
Northern Arizona University July 2015 - Present
Davis Advisors February 2014 - June 2015
Vanguard January 2013 - February 2014
University of Arizona September 2011 - July 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, SAS programming, SQL, C# 4.0, Research, Teamwork, Customer Service
Education
University of Arizona 2010 — 2012
BSBA, Business Economics, Finance
University of Arizona, Eller College of Management 2010 — 2012
Bachelor of Science Business Administration (B.B.A.), Finance and Business Economics
Northern Arizona University July 2015 - Present
Davis Advisors February 2014 - June 2015
Vanguard January 2013 - February 2014
University of Arizona September 2011 - July 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, SAS programming, SQL, C# 4.0, Research, Teamwork, Customer Service
Education
University of Arizona 2010 — 2012
BSBA, Business Economics, Finance
University of Arizona, Eller College of Management 2010 — 2012
Bachelor of Science Business Administration (B.B.A.), Finance and Business Economics
Jessica Alessandro's Davis Advisors Experience March 2015 - Present
Job Administrative Assistant at Davis Advisors
Industry Public Relations and Communications
Experience
Davis Advisors March 2015 - Present
Davis Advisors June 2014 - March 2015
Columbus Citizens Foundation March 2013 - January 2014
Columbus Citizens Foundation October 2012 - March 2013
Columbus Citizens Foundation August 2012 - October 2012
Technical Learning Centers January 2012 - June 2012
Somerset Partners LLC May 2011 - August 2011
Richard L. Feigen & Co. October 2007 - August 2008
Skills
Event Planning, Microsoft Office, Fundraising, Nonprofits, Social Media, Research, Public Speaking, PowerPoint, Microsoft Word, Social Networking, Facebook, Editing, Non-profits, Constant Contact, Event Management, Outlook, Microsoft Excel, Customer Service
Education
The George Washington University 2008 — 2012
Bachelor of Arts (B.A.), Classical, Ancient Mediterranean and Near Eastern Studies and Archaeology
College Year in Athens 2011 — 2011
History
Dominican Academy 2008 — 2012
Davis Advisors March 2015 - Present
Davis Advisors June 2014 - March 2015
Columbus Citizens Foundation March 2013 - January 2014
Columbus Citizens Foundation October 2012 - March 2013
Columbus Citizens Foundation August 2012 - October 2012
Technical Learning Centers January 2012 - June 2012
Somerset Partners LLC May 2011 - August 2011
Richard L. Feigen & Co. October 2007 - August 2008
Skills
Event Planning, Microsoft Office, Fundraising, Nonprofits, Social Media, Research, Public Speaking, PowerPoint, Microsoft Word, Social Networking, Facebook, Editing, Non-profits, Constant Contact, Event Management, Outlook, Microsoft Excel, Customer Service
Education
The George Washington University 2008 — 2012
Bachelor of Arts (B.A.), Classical, Ancient Mediterranean and Near Eastern Studies and Archaeology
College Year in Athens 2011 — 2011
History
Dominican Academy 2008 — 2012
Mike Kinney's Davis Advisors Experience 2002 - 2007
Job Director
Industry Venture Capital & Private Equity
Experience
Capital Group LLC March 2010 - July 2014
Schwab Institutional February 2012 - October 2013
American Realty Capital August 2009 - March 2011
Schroders August 2007 - August 2009
Davis Advisors 2002 - 2007
Van Kampen Investments 1999 - 2002
Nuveen Investments 1997 - 1999
Skills
Private Equity, Venture Capital, Investments, Real Estate
Education
Wheaton College 1993 — 1994
Bachelor of Arts (B.A.), Economics
University of Kentucky
Capital Group LLC March 2010 - July 2014
Schwab Institutional February 2012 - October 2013
American Realty Capital August 2009 - March 2011
Schroders August 2007 - August 2009
Davis Advisors 2002 - 2007
Van Kampen Investments 1999 - 2002
Nuveen Investments 1997 - 1999
Skills
Private Equity, Venture Capital, Investments, Real Estate
Education
Wheaton College 1993 — 1994
Bachelor of Arts (B.A.), Economics
University of Kentucky
Phil Charles Phil Charles's Davis Advisors Experience September 2011 - March 2014
Job Project Controls Systems Analyst at Sempra Energy
Industry Utilities
Experience
Sempra Energy March 2014 - Present
Davis Advisors September 2011 - March 2014
Ferguson Investment Services, Pllc May 2008 - August 2011
Deja View, Inc. July 2007 - February 2008
Skills
Portfolio Management, Retirement Planning, Strategic Planning, Mutual Funds, Finance, Management, Investment Management, Investments, Strategic Financial..., Series 7, Financial Analysis, Series 63, Asset Allocation, Wealth Management, Alternative Investments, Asset Management, Risk Management, Equities, Investment Advisory, Insurance, Financial Modeling, Securities, Fixed Income, Cognos
Education
University of Arizona 2003 — 2007
BS, Business Economics, Entrepreneurship
University of Arizona, Eller College of Management 2003 — 2007
BS, Business Economics, Entrepreneurship
Sempra Energy March 2014 - Present
Davis Advisors September 2011 - March 2014
Ferguson Investment Services, Pllc May 2008 - August 2011
Deja View, Inc. July 2007 - February 2008
Skills
Portfolio Management, Retirement Planning, Strategic Planning, Mutual Funds, Finance, Management, Investment Management, Investments, Strategic Financial..., Series 7, Financial Analysis, Series 63, Asset Allocation, Wealth Management, Alternative Investments, Asset Management, Risk Management, Equities, Investment Advisory, Insurance, Financial Modeling, Securities, Fixed Income, Cognos
Education
University of Arizona 2003 — 2007
BS, Business Economics, Entrepreneurship
University of Arizona, Eller College of Management 2003 — 2007
BS, Business Economics, Entrepreneurship
Jared Parks, CFP®'s Davis Advisors Experience 2006 - 2007
Job Financial Advisor at Navy Federal Brokerage Services
Industry Investment Management
Experience
Navy Federal Brokerage Services 2012 - Present
USAA 2010 - 2012
Wells Fargo Investments 2008 - 2009
Wachovia Securities Financial Network 2008 - 2008
A.G. Edwards & Sons, Inc. 2007 - 2008
Davis Advisors 2006 - 2007
Skills
Investments, Retirement Planning, Estate Planning, Series 7, Series 66, Life Insurance, Annuities, Mutual Funds, 529 Plans, Education Planning, 401(k) Rollover
Education
Florida Institute of Technology
Master of Business Administration (MBA)
University of Arizona
BA, Economics
Navy Federal Brokerage Services 2012 - Present
USAA 2010 - 2012
Wells Fargo Investments 2008 - 2009
Wachovia Securities Financial Network 2008 - 2008
A.G. Edwards & Sons, Inc. 2007 - 2008
Davis Advisors 2006 - 2007
Skills
Investments, Retirement Planning, Estate Planning, Series 7, Series 66, Life Insurance, Annuities, Mutual Funds, 529 Plans, Education Planning, 401(k) Rollover
Education
Florida Institute of Technology
Master of Business Administration (MBA)
University of Arizona
BA, Economics
Allen Dionne's Davis Advisors Experience June 2000 - February 2007
Job Implementation Consultant at SS&C Technologies
Industry Investment Management
Experience
SS&C Technologies November 2014 - Present
Scivantage July 2013 - August 2014
Broadridge Financial Solutions January 2012 - June 2013
TIAA-CREF September 2011 - January 2012
Envestnet Asset Management September 2010 - September 2011
Metamorphosis Money Management March 2007 - November 2010
Davis Advisors June 2000 - February 2007
Skills
Trading, Risk Management, Management, Mutual Funds, Wealth Management, Series 7, Asset Managment, Equities, Series 63, Portfolio Management, Alternative Investments, Investments, Asset Allocation, Investment Advisory, Securities, Separately Managed..., Asset Management, Unified Managed Accounts, Compliance, Back Office, Financial Services
Education
University of Arizona 1993 — 1997
SS&C Technologies November 2014 - Present
Scivantage July 2013 - August 2014
Broadridge Financial Solutions January 2012 - June 2013
TIAA-CREF September 2011 - January 2012
Envestnet Asset Management September 2010 - September 2011
Metamorphosis Money Management March 2007 - November 2010
Davis Advisors June 2000 - February 2007
Skills
Trading, Risk Management, Management, Mutual Funds, Wealth Management, Series 7, Asset Managment, Equities, Series 63, Portfolio Management, Alternative Investments, Investments, Asset Allocation, Investment Advisory, Securities, Separately Managed..., Asset Management, Unified Managed Accounts, Compliance, Back Office, Financial Services
Education
University of Arizona 1993 — 1997
Jon Hunneman's Davis Advisors Experience January 2014 - March 2014
Job Results Analyst at Capital Group
Industry Financial Services
Experience
Capital Group May 2015 - Present
MullinTBG Advisors July 2014 - May 2015
Davis Advisors January 2014 - March 2014
Davis Advisors May 2010 - January 2014
JD Mellberg Financial March 2009 - May 2010
LPL Financial Services November 2007 - January 2009
Genworth Financial Trust Company July 2007 - November 2007
Skills
Mutual Funds, Investments, Customer Service, Trading, Bonds, Series 63, Portfolio Management, Advanced Excel Skills, Customer Relations, Asset Allocation, Securities, Financial Analysis, Financial Reporting, Asset Management, Compliance, Microsoft Office, Series 7, Equity Trading, Equities, Wealth Management, Bloomberg, Investment Strategies, Financial Services, Security APL
Education
CFA Institute 2006 — 2006
Completed CFA Level 1
Kaplan University 2009 — 2011
MBA, Finance
University of Arizona 1998 — 2001
Bachelor of Arts, Political Science
Murrieta Valley High 1992 — 1996
Capital Group May 2015 - Present
MullinTBG Advisors July 2014 - May 2015
Davis Advisors January 2014 - March 2014
Davis Advisors May 2010 - January 2014
JD Mellberg Financial March 2009 - May 2010
LPL Financial Services November 2007 - January 2009
Genworth Financial Trust Company July 2007 - November 2007
Skills
Mutual Funds, Investments, Customer Service, Trading, Bonds, Series 63, Portfolio Management, Advanced Excel Skills, Customer Relations, Asset Allocation, Securities, Financial Analysis, Financial Reporting, Asset Management, Compliance, Microsoft Office, Series 7, Equity Trading, Equities, Wealth Management, Bloomberg, Investment Strategies, Financial Services, Security APL
Education
CFA Institute 2006 — 2006
Completed CFA Level 1
Kaplan University 2009 — 2011
MBA, Finance
University of Arizona 1998 — 2001
Bachelor of Arts, Political Science
Murrieta Valley High 1992 — 1996
Cathy Forbes-Kenney's Davis Advisors Experience FX TradingSakura Bank Ltd1988 - 2001
Job Trader at Davis Advisors
Industry Financial Services
Experience
Davis Advisors FX TradingSakura Bank Ltd1988 - 2001
Skills
Trading, FX Trading, Investments, Equities, Derivatives
Education
City University of New York-Brooklyn College 1994 — 1998
Bachelor’s Degree
Davis Advisors FX TradingSakura Bank Ltd1988 - 2001
Skills
Trading, FX Trading, Investments, Equities, Derivatives
Education
City University of New York-Brooklyn College 1994 — 1998
Bachelor’s Degree
David Basich's Davis Advisors Experience October 2000 - Present
Job Director at Davis Advisors
Industry Financial Services
Experience
Davis Advisors October 2000 - Present
Prudential Securities June 1993 - October 2000
Teach For America June 1990 - June 1993
Skills
Mutual Funds
Education
University of Illinois at Urbana-Champaign 1986 — 1990
B.S., Psychology
Elgin High School 1983 — 1986
Davis Advisors October 2000 - Present
Prudential Securities June 1993 - October 2000
Teach For America June 1990 - June 1993
Skills
Mutual Funds
Education
University of Illinois at Urbana-Champaign 1986 — 1990
B.S., Psychology
Elgin High School 1983 — 1986
Joanne Glosser Jaeger's Davis Advisors Experience December 2007 - Present
Job Project Manager; Corporate Communications, Brand Management at Davis Advisors
Industry Financial Services
Experience
Davis Advisors December 2007 - Present
ING Investment Management 2001 - 2007
Lipper 1984 - 2001
Skills
Mutual Funds, Equities, Marketing, Corporate Communications, Brand Management, Internal Communications, Strategy, Financial Analysis, Management, Start-ups, Integrated Marketing, Asset Management, Investments, Portfolio Management, Social Media, Financial Services, Leadership
Education
Queens College 1978 — 1982
BS
Davis Advisors December 2007 - Present
ING Investment Management 2001 - 2007
Lipper 1984 - 2001
Skills
Mutual Funds, Equities, Marketing, Corporate Communications, Brand Management, Internal Communications, Strategy, Financial Analysis, Management, Start-ups, Integrated Marketing, Asset Management, Investments, Portfolio Management, Social Media, Financial Services, Leadership
Education
Queens College 1978 — 1982
BS
Jon Frey's Davis Advisors Experience Corporate Partners GroupDavis Selected Advisors2000 - Present
Job Dir. Corp Partners Group at Davis Advisors
Industry Financial Services
Experience
Davis Advisors Corporate Partners GroupDavis Selected Advisors2000 - Present
PaineWebber (now UBS) 1989 - 2000
UBS 1989 - 2000
Education
Grinnell College 1971 — 1974
BA, German
Davis Advisors Corporate Partners GroupDavis Selected Advisors2000 - Present
PaineWebber (now UBS) 1989 - 2000
UBS 1989 - 2000
Education
Grinnell College 1971 — 1974
BA, German
Fran Donaldson's Davis Advisors Experience November 2009 - Present
Job Manager, Corporate Communications, Brand Management at Davis Advisors
Industry Marketing and Advertising
Experience
Davis Advisors November 2009 - Present
Stan Adler Associates September 2001 - October 2009
Skills
Advertising, Marketing Communications, Marketing Strategy
Education
Rider University 1969 — 1972
Bachelor's degree, Elementary Education and Teaching
Davis Advisors November 2009 - Present
Stan Adler Associates September 2001 - October 2009
Skills
Advertising, Marketing Communications, Marketing Strategy
Education
Rider University 1969 — 1972
Bachelor's degree, Elementary Education and Teaching
Steven Ralff, CFA's Davis Advisors Experience August 2006 - January 2013
Job Director at BlackRock
Industry Financial Services
Experience
BlackRock January 2013 - Present
Davis Advisors August 2006 - January 2013
J&W Seligman 2002 - 2006
alliance bernstein 1996 - 2000
Skills
CFA, Alternative Investments, Chartered Financial..., Equities, Asset Management
Education
Taft school 1987 — 1991
Tulane University 1987 — 1991
Bachelor of Arts (BA), History
BlackRock January 2013 - Present
Davis Advisors August 2006 - January 2013
J&W Seligman 2002 - 2006
alliance bernstein 1996 - 2000
Skills
CFA, Alternative Investments, Chartered Financial..., Equities, Asset Management
Education
Taft school 1987 — 1991
Tulane University 1987 — 1991
Bachelor of Arts (BA), History
Randy Payne's Davis Advisors Experience 2010 - Present
Job VPregional director best practices specialist at Davis Advisors
Industry Financial Services
Experience
Davis Advisors 2010 - Present
OppenheimerFunds January 1993 - January 1998
Skills
Asset Allocation, Wealth Management, Mutual Funds, Series 63, Series 7, Retirement Planning, Asset Management, Alternative Investments, Portfolio Management, Securities, Investment Advisory, Equities, Investment Strategies, Financial Services, Financial Planning
Education
Central Michigan University
Davis Advisors 2010 - Present
OppenheimerFunds January 1993 - January 1998
Skills
Asset Allocation, Wealth Management, Mutual Funds, Series 63, Series 7, Retirement Planning, Asset Management, Alternative Investments, Portfolio Management, Securities, Investment Advisory, Equities, Investment Strategies, Financial Services, Financial Planning
Education
Central Michigan University
Mark Chalecki's Davis Advisors Experience February 2002 - May 2003
Job Account Manager at The NPD Group
Industry Market Research
Experience
The NPD Group August 2014 - Present
Electrolux April 2011 - June 2014
Liggett Vector Brands May 2006 - September 2010
Informa Investment Solutions August 2003 - May 2006
Davis Advisors February 2002 - May 2003
Skills
Market Research, Management, Business Intelligence, Data Analysis, Competitive Analysis, Customer Insight, Consumer Products, Cross-functional Team..., Forecasting, Product Development, Marketing Research, Marketing Strategy, Segmentation, Product Management, Strategy, Business Analysis, Market Analysis
Education
The Ohio State University 1995 — 1999
Bachelor of Science in Human Ecology, Consumer Affairs
The NPD Group August 2014 - Present
Electrolux April 2011 - June 2014
Liggett Vector Brands May 2006 - September 2010
Informa Investment Solutions August 2003 - May 2006
Davis Advisors February 2002 - May 2003
Skills
Market Research, Management, Business Intelligence, Data Analysis, Competitive Analysis, Customer Insight, Consumer Products, Cross-functional Team..., Forecasting, Product Development, Marketing Research, Marketing Strategy, Segmentation, Product Management, Strategy, Business Analysis, Market Analysis
Education
The Ohio State University 1995 — 1999
Bachelor of Science in Human Ecology, Consumer Affairs
Edward (Hung) Yen's Davis Advisors Experience July 2013 - Present
Job Research Analyst at Davis Advisors
Industry Investment Management
Experience
Davis Advisors July 2013 - Present
Moon Capital June 2012 - August 2012
Dodge & Cox September 2008 - February 2011
Lehman Brothers July 2006 - July 2008
Skills
Financial Modeling, Financial Analysis, Investment Banking, Venture Capital, Valuation, Equity Research, Private Equity, PowerPoint, Due Diligence, Corporate Finance, Data Analysis, Corporate Development, Hedge Funds, Investments
Education
Stanford Graduate School of Business 2011 — 2013
MBA, Business
University of California, Berkeley 2002 — 2006
B.S., Electrical Engineering and Computer Sciences
Davis Advisors July 2013 - Present
Moon Capital June 2012 - August 2012
Dodge & Cox September 2008 - February 2011
Lehman Brothers July 2006 - July 2008
Skills
Financial Modeling, Financial Analysis, Investment Banking, Venture Capital, Valuation, Equity Research, Private Equity, PowerPoint, Due Diligence, Corporate Finance, Data Analysis, Corporate Development, Hedge Funds, Investments
Education
Stanford Graduate School of Business 2011 — 2013
MBA, Business
University of California, Berkeley 2002 — 2006
B.S., Electrical Engineering and Computer Sciences
Jeb Braeutigam's Davis Advisors Experience May 2003 - April 2011
Job Regional Director
Industry Financial Services
Experience
Davis Advisors May 2003 - April 2011
Davis Advisors April 2003 - April 2003
Davis Advisors January 2002 - April 2003
Davis Advisors April 2000 - December 2001
Morgan Stanley Dean Witter October 1996 - April 2000
Education
University of Arizona
Bachelor of Science, Business and Public Administration, Finance Major
Davis Advisors May 2003 - April 2011
Davis Advisors April 2003 - April 2003
Davis Advisors January 2002 - April 2003
Davis Advisors April 2000 - December 2001
Morgan Stanley Dean Witter October 1996 - April 2000
Education
University of Arizona
Bachelor of Science, Business and Public Administration, Finance Major
Mark Giles's Davis Advisors Experience February 2013 - Present
Job Portfolio Specialist / Regional Director at Davis Advisors
Industry Financial Services
Experience
Davis Advisors February 2013 - Present
Neuberger Berman October 2009 - February 2013
Davis Advisors February 1998 - September 2009
OppenheimerFunds February 1993 - January 1998
Skills
Series 63, Series 7, Wealth Management, Mutual Funds
Education
Southern Methodist University 1991 — 1993
Master's degree, Business
Texas Tech University 1983 — 1987
Bachelor of Business Administration (BBA), Finqnxe
Davis Advisors February 2013 - Present
Neuberger Berman October 2009 - February 2013
Davis Advisors February 1998 - September 2009
OppenheimerFunds February 1993 - January 1998
Skills
Series 63, Series 7, Wealth Management, Mutual Funds
Education
Southern Methodist University 1991 — 1993
Master's degree, Business
Texas Tech University 1983 — 1987
Bachelor of Business Administration (BBA), Finqnxe
Ann Barrella's Davis Advisors Experience 2002 - Present
Job Executive Assistant at Davis Advisors
Industry Financial Services
Experience
Davis Advisors 2002 - Present
Seagram 1973 - 2002
Education
St. John's University
Associate of Science (A.S.), Business Administration, 3.906
Davis Advisors 2002 - Present
Seagram 1973 - 2002
Education
St. John's University
Associate of Science (A.S.), Business Administration, 3.906
David Sturgis's Davis Advisors Experience October 2001 - Present
Job VP Regional Director Northeast Region
Industry Financial Services
Experience
Davis Advisors October 2001 - Present
OppenheimerFunds June 1998 - October 2001
Eaton Vance December 1995 - June 1998
Eaton Vance June 1993 - December 1995
Skills
Mutual Funds, Investments, Portfolio Management, Equities, Securities, Asset Management, Retirement Planning, Wealth Management, Asset Allocation, Alternative Investments, Fixed Income
Education
Bridgewater State University 1987 — 1991
Bachelor of Science (BS), Management Science with Concentration in Marketing
Davis Advisors October 2001 - Present
OppenheimerFunds June 1998 - October 2001
Eaton Vance December 1995 - June 1998
Eaton Vance June 1993 - December 1995
Skills
Mutual Funds, Investments, Portfolio Management, Equities, Securities, Asset Management, Retirement Planning, Wealth Management, Asset Allocation, Alternative Investments, Fixed Income
Education
Bridgewater State University 1987 — 1991
Bachelor of Science (BS), Management Science with Concentration in Marketing
Eric Hathaway's Davis Advisors Experience 2007 - Present
Job Managed Money Trader at Davis Advisors
Industry Financial Services
Experience
Davis Advisors 2007 - Present
Davis Advisors March 2005 - 2007
Skills
Equity Trading, Separately Managed..., Portfolio Management, Mutual Funds, Financial Modeling, Financial Markets, Asset Allocation
Education
University of Arizona 2000 — 2004
Bachelor's degree, Economics
Davis Advisors 2007 - Present
Davis Advisors March 2005 - 2007
Skills
Equity Trading, Separately Managed..., Portfolio Management, Mutual Funds, Financial Modeling, Financial Markets, Asset Allocation
Education
University of Arizona 2000 — 2004
Bachelor's degree, Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY