Profil
Mr. Carlton W.
Davis, CFA, is a Director & Fixed Income Portfolio Manager at Chevy Chase Trust Co. He is on the Board of Directors at Chevy Chase Trust Co. He is also is a Fixed-Income Trader.
Previously, he was an institutional fixed-income trader at Liberty Mutual Investments in Boston, focusing primarily on municipals, credit, and interest rates.
Before that, he was an Assistant Vice President and fixed-income trader at Chevy Chase Trust and also worked at T.Rowe Price in Baltimore.
He graduated from Miami University with a B.S.
in Finance.
Mr. Davis is a Chartered Financial Analyst and is a member of the CFA Society of Washington D.C.
Postes actifs de Carlton William Davis
| Sociétés | Poste | Début |
|---|---|---|
Chevy Chase Trust Co.
Chevy Chase Trust Co. Investment ManagersFinance CCTC seeks to generate attractive returns relative to appropriate benchmarks over a full market and business cycle. The firm employs conventional methods of selecting securities including fundamental research, technical analysis and cyclical timing. They do not focus on the typical categorizations of value/growth, small/mid/large capitalization, and domestic/international. Instead, CCTC diversifies portfolios by concentrating on sectors and their underlying industries. | Directeur/Membre du Conseil | 01/01/2022 |
Anciens postes connus de Carlton William Davis
| Sociétés | Poste | Fin |
|---|---|---|
Chevy Chase Trust Co.
Chevy Chase Trust Co. Investment ManagersFinance CCTC seeks to generate attractive returns relative to appropriate benchmarks over a full market and business cycle. The firm employs conventional methods of selecting securities including fundamental research, technical analysis and cyclical timing. They do not focus on the typical categorizations of value/growth, small/mid/large capitalization, and domestic/international. Instead, CCTC diversifies portfolios by concentrating on sectors and their underlying industries. | Trading-Equity | 01/03/2016 |
Formation de Carlton William Davis
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Relations au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Chevy Chase Trust Co.
Chevy Chase Trust Co. Investment ManagersFinance CCTC seeks to generate attractive returns relative to appropriate benchmarks over a full market and business cycle. The firm employs conventional methods of selecting securities including fundamental research, technical analysis and cyclical timing. They do not focus on the typical categorizations of value/growth, small/mid/large capitalization, and domestic/international. Instead, CCTC diversifies portfolios by concentrating on sectors and their underlying industries. | Finance |
University of Miami
University of Miami Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















