Profiel
Mr. L.
A.
Davis, CFA, is Founder & Principal at L.
A.
Davis & Associates.
Mr. Davis has many years of senior-level equity analysis experience.
He has developed and published research products on a sizable and diverse set of companies.
Mr. Davis started L.
A.
Davis & Associates (LAD) in 2010.
Prior to starting L.
A.
Davis & Associates, Mr. Davis served as Vice President, Senior Research Analyst for Lake Oswego, OR-based D.A.
Davidson & Co's Institutional Research Division.
Prior to Davidson, Mr. Davis served as Vice President, Research for Seattle, WA-based McAdams Wright Ragen, Inc. where he grew his groups institutional coverage list from 5 to 14 companies by identifying promising candidates in the software, hardware, semiconductor, and aerospace sectors.
Prior to McAdams Wright Ragen, Mr. Davis served as Senior Research Analyst for Portland, OR-based Red Chip Companies.
Mr. Davis holds a Bachelor of Arts degree in Business with a Concentration in Finance from the University of Washington and a Master of Science, Finance degree from the Albers School of Business and Economics at Seattle University.
Mr. Davis is a Chartered Financial Analyst* and a member of the Institute of Business Appraisers.
Actieve functies van L. Alan Davis
Bedrijven | Functie | Begin |
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L. A. Davis & Associates
L. A. Davis & Associates Investment ManagersFinance L. A. Davis & Associates is an independent investment research firm headquartered in Tacoma, Washington. The firm was founded by L. Alan Davis and they specialize in business valuation, equity research, and executive benchmarking. Their valuation and equity research products help companies quantify and communicate their stories to the investment community. L. A. Davis & Associates also help update strategic plans and validate the financial benchmarks linked to executive-bonus compensation. | Oprichter | 01-01-2010 |
Eerdere bekende functies van L. Alan Davis
Bedrijven | Functie | Einde |
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D. A. Davidson & Co.
D. A. Davidson & Co. Investment Banks/BrokersFinance D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world. | Analyst-Equity | 31-01-2009 |
McAdams Wright Ragen, Inc.
McAdams Wright Ragen, Inc. Investment Banks/BrokersFinance Founded in 1999, McAdams Wright Ragen, Inc. (MWR) is a an SEC-registered investment advisor and broker/dealer located in Seattle, Washington. In July 2014, the firm was acquired by Baird Financial Corp., which is, in turn, owned by Baird Holding Co., which is owned by Baird Financial Group, Inc. MWR is comprised of a retail brokerage, an investment advisor, an institutional sales department, a research staff, a bond department and an agency stock trading desk. They offer am array of products and services for retail and institutional investors. Their research is based on the fundamentals. In assessing the merits of potential investments, their analysts provide analyses of management, earnings, growth potential, assets and other fundamental factors that influence the price of a security. MWR focuses on a broad spectrum of industries, geographies and investment styles. | Analyst-Equity | 31-01-2006 |
Opleiding van L. Alan Davis
University of Washington | Undergraduate Degree |
Seattle University | Graduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
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Vrouw
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Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 3 |
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D. A. Davidson & Co.
D. A. Davidson & Co. Investment Banks/BrokersFinance D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world. | Finance |
McAdams Wright Ragen, Inc.
McAdams Wright Ragen, Inc. Investment Banks/BrokersFinance Founded in 1999, McAdams Wright Ragen, Inc. (MWR) is a an SEC-registered investment advisor and broker/dealer located in Seattle, Washington. In July 2014, the firm was acquired by Baird Financial Corp., which is, in turn, owned by Baird Holding Co., which is owned by Baird Financial Group, Inc. MWR is comprised of a retail brokerage, an investment advisor, an institutional sales department, a research staff, a bond department and an agency stock trading desk. They offer am array of products and services for retail and institutional investors. Their research is based on the fundamentals. In assessing the merits of potential investments, their analysts provide analyses of management, earnings, growth potential, assets and other fundamental factors that influence the price of a security. MWR focuses on a broad spectrum of industries, geographies and investment styles. | Finance |
L. A. Davis & Associates
L. A. Davis & Associates Investment ManagersFinance L. A. Davis & Associates is an independent investment research firm headquartered in Tacoma, Washington. The firm was founded by L. Alan Davis and they specialize in business valuation, equity research, and executive benchmarking. Their valuation and equity research products help companies quantify and communicate their stories to the investment community. L. A. Davis & Associates also help update strategic plans and validate the financial benchmarks linked to executive-bonus compensation. | Finance |