Profiel
Mr. Scott J.
Davis is a Managing Director at Convergent Wealth Advisors LLC.
He is responsible for the daily portfolio management duties for a number of Convergent’s ultra-high net worth and high net worth clients.
Mr. Davis was previously employed as an Assistant Director of Finance by PPG Industries, Inc.
He received his Bachelor of Science degree in Finance and International Business from Pennsylvania State University.
Eerdere bekende functies van Scott J. Davis
Bedrijven | Functie | Einde |
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Convergent Wealth Advisors LLC
Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Portefeuillebeheerder-Aandelen | 01-10-2016 |
PPG Industries, Inc. /Automotive Glass & Services Business/ | Corporate Officer/Principal | - |
Opleiding van Scott J. Davis
The Pennsylvania State University | Undergraduate Degree |
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Bedrijven in privébezit | 2 |
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Convergent Wealth Advisors LLC
Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Finance |
PPG Industries, Inc. /Automotive Glass & Services Business/ | Consumer Durables |