Profiel
Mr. John J.
Davis, III, is a Co-Founder & Executive Vice President at Harvey Investment Co. LLC.
Prior to co-founding Harvey Investment Co. in October 2000, he spent eight years at J.
J.
B.
Hilliard, W.
L.
Lyons, Inc. He served as Trust Counsel for First Kentucky Trust Co. and as Assistant Vice President and Senior Attorney at Brown-Forman Corp.
Mr. Davis received a B.A.
from Yale University in 1969 and a J.D.
from Harvard University in 1974.
Eerdere bekende functies van John J. Davis
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J.J.B. Hilliard, W.L. Lyons LLC
J.J.B. Hilliard, W.L. Lyons LLC Investment Banks/BrokersFinance J.J.B. Hilliard, W.L. Lyons LLC is a broker/dealer headquartered in Louisville, Kentucky. The firm is a subsidiary of HL Financial Services LLC. They provide a full array of investment services. J.J.B. Hilliard specializes in a variety of industries including banks, REITs, technology, healthcare, pharmaceuticals, specialty chemicals, utilities, telecommunications providers, entertainment and leisure. The firm focuses on companies that provide niche products or services not easily duplicated. The companies they recommend must exhibit a combination of attributes including high returns on assets and equity, reliable earnings that are growing and manageable debt. J.J.B. Hilliard also prefers companies that generate excess cash. Through its predecessors, the firm's origins can be traced to 1854. In 1965, J.J.B. Hilliard & Son and W.L. Lyons and Co. combined to become J.J.B. Hilliard, W.L. Lyons. In 1972, Hilliard Lyons exchanged its traditional partnership form of business for a corporation model. Then, in 1998, Hilliard Lyons was acquired by PNC Financial Services GroupI. In 2008, ownership of Hilliard Lyons was transitioned from PNC Financial Services Group to joint ownership by Hilliard Lyons’ own employees and Houchens Industries, Inc. of Bowling Green, Kentucky, a diversified, employee-owned company. | Corporate Officer/Principal | 30-09-2000 |
Harvey Investment Co. LLC
Harvey Investment Co. LLC Investment ManagersFinance Founded in 2000 by Sam Harvey, John Davis and Mary Herrmann, Harvey Investment Co. LLC is a registered investment advisor located in Louisville, Kentucky. The firm's principal owners are WT Acquisition LLC and Samuel Harvey. The ultimate owner of WT Acquisition LLC is HighTower Holding, LLC. Their clients include individual persons, pension and profit sharing plans, trusts, estates, charitable organizations and corporations or similar business entities. | Founder | - |
Opleiding van John J. Davis
Harvard University | Graduate Degree |
Yale University | Undergraduate Degree |
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Harvey Investment Co. LLC
Harvey Investment Co. LLC Investment ManagersFinance Founded in 2000 by Sam Harvey, John Davis and Mary Herrmann, Harvey Investment Co. LLC is a registered investment advisor located in Louisville, Kentucky. The firm's principal owners are WT Acquisition LLC and Samuel Harvey. The ultimate owner of WT Acquisition LLC is HighTower Holding, LLC. Their clients include individual persons, pension and profit sharing plans, trusts, estates, charitable organizations and corporations or similar business entities. | Finance |
J.J.B. Hilliard, W.L. Lyons LLC
J.J.B. Hilliard, W.L. Lyons LLC Investment Banks/BrokersFinance J.J.B. Hilliard, W.L. Lyons LLC is a broker/dealer headquartered in Louisville, Kentucky. The firm is a subsidiary of HL Financial Services LLC. They provide a full array of investment services. J.J.B. Hilliard specializes in a variety of industries including banks, REITs, technology, healthcare, pharmaceuticals, specialty chemicals, utilities, telecommunications providers, entertainment and leisure. The firm focuses on companies that provide niche products or services not easily duplicated. The companies they recommend must exhibit a combination of attributes including high returns on assets and equity, reliable earnings that are growing and manageable debt. J.J.B. Hilliard also prefers companies that generate excess cash. Through its predecessors, the firm's origins can be traced to 1854. In 1965, J.J.B. Hilliard & Son and W.L. Lyons and Co. combined to become J.J.B. Hilliard, W.L. Lyons. In 1972, Hilliard Lyons exchanged its traditional partnership form of business for a corporation model. Then, in 1998, Hilliard Lyons was acquired by PNC Financial Services GroupI. In 2008, ownership of Hilliard Lyons was transitioned from PNC Financial Services Group to joint ownership by Hilliard Lyons’ own employees and Houchens Industries, Inc. of Bowling Green, Kentucky, a diversified, employee-owned company. | Finance |