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 enjoys spending time with his family, playing tennis and reading history and literature.
He serves as a board member to the General Louis Wilson Student-Managed Fund, a portfolio that is part of the Millsaps College endowment. Davis is the industry mentor to Millsaps’s CFA Research Challenge Team.
Raymond James is not affiliated with the above organizations and/or charitable causes.