Paul Robert Davis
Vorstandsvorsitzender bei Marble Harbor Investment Counsel LLC
Profil
Mr. Paul R.
Davis, CFA MBA, is a Managing Member & Chief Investment Officer at Marble Harbor Investment Counsel LLC and a Chairman at Community Workshops, Inc. He is on the Board of Directors at Fedcap Rehabilitation Services, Inc. and The Fedcap Group, Inc.
Mr. Davis was Senior Vice President of Welch & Forbes, where he worked with some of the firm's larger and more complex client relationships.
Prior to joining Welch & Forbes, he was the Chief Investment Officer and group leader for David L.
Babson & Company's Private Client Group.
He graduated from Dartmouth with an A.B.
in Government modified and from the Graduate School of Business Administration at Harvard with an M.B.A.
He is a Chartered Financial Analyst.
Aktive Positionen von Paul Robert Davis
| Unternehmen | Position | Beginn |
|---|---|---|
Marble Harbor Investment Counsel LLC
 Marble Harbor Investment Counsel LLC Investment ManagersFinance Marble Harbor Investment Counsel LLC (Marble Harbor) is an independent, SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 2005 by Paul Davis. Marble Harbor offers customized investment solutions for individuals, families, endowments, and foundations. | Vorstandsvorsitzender | 01.11.2005 |
Fedcap Rehabilitation Services, Inc.
 Fedcap Rehabilitation Services, Inc. Miscellaneous Commercial ServicesCommercial Services Fedcap Rehabilitation Services, Inc. is a non-profit organization. It offers community and skills development programs and services through its practice areas; education, workforce development, occupational health, and economic development. The firm’s programs and services include youth and young adult services, community impact institute, mental health services, vocational evaluations and training, and veterans programs. The company was founded in 1935 and is headquartered in New York, NY. | Direktor/Vorstandsmitglied | - |
Community Workshops, Inc.
 Community Workshops, Inc. Personnel ServicesCommercial Services Community Workshops, Inc. provides job training, placement and support services. It provides assembly and packaging, food services and catering, property maintenance and staffing solutions. The company was founded in 1877 and is headquartered in Boston, MA. | Vorsitzender | - |
Ehemalige bekannte Positionen von Paul Robert Davis
| Unternehmen | Position | Ende |
|---|---|---|
Welch & Forbes LLC
 Welch & Forbes LLC Investment ManagersFinance Welch & Forbes LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Edward Sohier and Charles Welch in 1838. They are a subsidiary of AMG WF Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). Welch & Forbes provides investment advice primarily to individuals and trusts. Their clients also include pension and profit-sharing plans, estates, charitable organizations, and corporations and other business entities. | Analyst-Equity | 30.09.2005 |
The Fedcap Group, Inc.
 The Fedcap Group, Inc. Miscellaneous Commercial ServicesCommercial Services The Fedcap Group, Inc. is a non-profit organization that promotes well-being. It offers an array of services through its four practice areas Education, Workforce Development, Occupational Health, and Economic Development. The company was founded by Michael Bertero, Ralph Rice, and Robert Boster in 1935 and is headquartered in New York, NY. | Direktor/Vorstandsmitglied | - |
Yeager, Wood & Marshall, Inc.
 Yeager, Wood & Marshall, Inc. Investment ManagersFinance Yeager, Wood & Marshall Inc. (YWM) is an independent, registered New York City-based investment adviser. | Portfolio Manager-Aktien | - |
Ausbildung von Paul Robert Davis
| Dartmouth College | Undergraduate Degree |
| Harvard 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
| Private Unternehmen | 6 |
|---|---|
Welch & Forbes LLC
Welch & Forbes LLC Investment ManagersFinance Welch & Forbes LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Edward Sohier and Charles Welch in 1838. They are a subsidiary of AMG WF Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). Welch & Forbes provides investment advice primarily to individuals and trusts. Their clients also include pension and profit-sharing plans, estates, charitable organizations, and corporations and other business entities. | Finance |
Marble Harbor Investment Counsel LLC
Marble Harbor Investment Counsel LLC Investment ManagersFinance Marble Harbor Investment Counsel LLC (Marble Harbor) is an independent, SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 2005 by Paul Davis. Marble Harbor offers customized investment solutions for individuals, families, endowments, and foundations. | Finance |
Yeager, Wood & Marshall, Inc.
Yeager, Wood & Marshall, Inc. Investment ManagersFinance Yeager, Wood & Marshall Inc. (YWM) is an independent, registered New York City-based investment adviser. | Finance |
Fedcap Rehabilitation Services, Inc.
Fedcap Rehabilitation Services, Inc. Miscellaneous Commercial ServicesCommercial Services Fedcap Rehabilitation Services, Inc. is a non-profit organization. It offers community and skills development programs and services through its practice areas; education, workforce development, occupational health, and economic development. The firm’s programs and services include youth and young adult services, community impact institute, mental health services, vocational evaluations and training, and veterans programs. The company was founded in 1935 and is headquartered in New York, NY. | Commercial Services |
Community Workshops, Inc.
Community Workshops, Inc. Personnel ServicesCommercial Services Community Workshops, Inc. provides job training, placement and support services. It provides assembly and packaging, food services and catering, property maintenance and staffing solutions. The company was founded in 1877 and is headquartered in Boston, MA. | Commercial Services |
The Fedcap Group, Inc.
The Fedcap Group, Inc. Miscellaneous Commercial ServicesCommercial Services The Fedcap Group, Inc. is a non-profit organization that promotes well-being. It offers an array of services through its four practice areas Education, Workforce Development, Occupational Health, and Economic Development. The company was founded by Michael Bertero, Ralph Rice, and Robert Boster in 1935 and is headquartered in New York, NY. | Commercial Services |
