Ellis Davis
Portfolio Manager-Aktien bei Edge Capital Group LLC
Profil
Mr. Ellis Davis is a Vice President & Portfolio Manager at Edge Capital Group LLC.
In his role, he works with clients to build tailored investment portfolios that help them to meet their investment objectives while managing risk.
Prior to joining Edge Capital, Mr. Davis served high-net-worth clients at Wells Fargo The Private Bank as a portfolio specialist, managing investment portfolios for investment management accounts and/or fiduciary (irrevocable and revocable trust) accounts.
He graduated with a BA in economics while double minoring in entrepreneurship and social enterprise and communications from Wake Forest University.
Aktive Positionen von Ellis Davis
| Unternehmen | Position | Beginn |
|---|---|---|
Edge Capital Group LLC
 Edge Capital Group LLC Investment ManagersFinance Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services. | Portfolio Manager-Aktien | 01.05.2022 |
Ausbildung von Ellis Davis
| Wake Forest University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Edge Capital Group LLC
Edge Capital Group LLC Investment ManagersFinance Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services. | Finance |