![Neal Davis](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Neal Davis
Chief Investment Officer bij
Oxford Financial Group Ltd.
Profiel
Mr. Neal G.
Davis, CFA, is a Chief Investment Officer & Managing Director at Oxford Financial Group Ltd.
Mr. Davis was previously employed as a Vice President and Senior Portfolio Manager in the Private Client Group.
In that role, he was responsible for investment strategy and portfolio for significant families and institutions.
He also led the firm's equity due diligence process and hosted educational seminars on key market themes for clients and professional organizations.
Earlier in his career, he spent nine years at Buckingham Advisors as a Senior Portfolio Manager.
He holds a Bachelor of Science in Family Financial Management from The Ohio State University.
Actieve functies van Neal Davis
| Bedrijven | Functie | Begin |
|---|---|---|
Oxford Financial Group Ltd.
 Oxford Financial Group Ltd. Investment ManagersFinance Oxford aims to construct broadly diversified investment portfolios incorporating a wide range of asset classes and investment styles. Their rigorous portfolio construction process is based on insightful analysis and seeks to be resilient across a broad range of economic and financial market outcomes. | Chief Investment Officer | 16-06-2026 |
Eerdere bekende functies van Neal Davis
| Bedrijven | Functie | Einde |
|---|---|---|
Fort Washington Investment Advisors, Inc.
 Fort Washington Investment Advisors, Inc. Investment ManagersFinance Fort Washington applies well-defined investment values across the diverse lineup of strategies that they offer covering asset classes and solutions within both public and private equity, cash and short duration fixed income, investment grade fixed income, asset-liability management, leveraged credit, multi-sector fixed income, private placements, private debt, midstream energy, securitized credit, and others. | Portefeuillebeheerder-Aandelen | 01-12-2025 |
Buckingham Capital Management, Inc. (Ohio)
 Buckingham Capital Management, Inc. (Ohio) Investment ManagersFinance BCM integrates tax and financial planning strategies to create customized portfolios based on client’s individual goals, time horizon, and risk tolerance. The firm combines top-down analysis to determine sector allocations within each asset class and a bottom-up analysis determines their individual security selections. By using both fundamental and technical analysis, BCM strives to stay aware of both company specific and market-driven risks. | Analyst-Equity | 01-09-2021 |
Opleiding van Neal Davis
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
86
Eerstegraads connecties
4
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Fort Washington Investment Advisors, Inc.
Fort Washington Investment Advisors, Inc. Investment ManagersFinance Fort Washington applies well-defined investment values across the diverse lineup of strategies that they offer covering asset classes and solutions within both public and private equity, cash and short duration fixed income, investment grade fixed income, asset-liability management, leveraged credit, multi-sector fixed income, private placements, private debt, midstream energy, securitized credit, and others. | Finance |
Oxford Financial Group Ltd.
Oxford Financial Group Ltd. Investment ManagersFinance Oxford aims to construct broadly diversified investment portfolios incorporating a wide range of asset classes and investment styles. Their rigorous portfolio construction process is based on insightful analysis and seeks to be resilient across a broad range of economic and financial market outcomes. | Finance |
The Ohio State University
 The Ohio State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Buckingham Capital Management, Inc. (Ohio)
Buckingham Capital Management, Inc. (Ohio) Investment ManagersFinance BCM integrates tax and financial planning strategies to create customized portfolios based on client’s individual goals, time horizon, and risk tolerance. The firm combines top-down analysis to determine sector allocations within each asset class and a bottom-up analysis determines their individual security selections. By using both fundamental and technical analysis, BCM strives to stay aware of both company specific and market-driven risks. | Finance |
