Davis holds the Chartered Financial Analyst® designation, earning his charter in 2020 after passing all three levels of the exam. His responsibilities are two-fold as he assists Arty in the management of the stock and bond portfolios and trading as well as working with clients on their investments and retirement planning.

He joined Finkelberg Investments in 2016 after serving as a Raymond James intern in 2015.

The Jackson native graduated in 2016 from Millsaps College with a Bachelor of Business Administration in Business and Mathematics, with a concentration in Finance. Davis married his wife Olivia in 2021, and they have a daughter, Mary Olive, and son, Charles. In his free time, Davis enjoys reading, carpentry, spending time with his family, and playing with his dogs.

Davis actively serves in his church Holy Trinity Anglican Church in Madison, MS, and he produces the church’s daily podcast To Be a Christian: the Anglican Catechism in a Year. He also serves as a board member for the General Louis Wilson Student-Managed Fund, a portfolio that is part of the Millsaps College endowment.