![Christopher Mark 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>)
Profil
Christopher Mark Davis worked as a Vice President & Portfolio Manager at 1st Source Corporation Investment Advisors, Inc. and as a Principal at Cambridge Investment Research, Inc. He also worked as a Vice President at FirstMerit Bank, NA (Investment Management) from 1996 to 2012.
In addition, he worked as a Senior Investment Advisor at Premier Bank & Trust, NA (North Canton, Ohio) from 2013 to 2014 and as a Principal at Clearstead Advisors, LLC in 2014-2015.
Davis holds an MBA from Cleveland State University and an undergraduate degree from the University of Akron.
Anciens postes connus de Christopher Mark Davis
| Sociétés | Poste | Fin |
|---|---|---|
Clearstead Advisors, LLC
 Clearstead Advisors, LLC Investment ManagersFinance Clearstead believes in diversification across a variety of asset classes using both passive and active strategies. The firm’s in-house research team performs fundamental, qualitative, and quantitative research on economic trends, asset allocation, and manager selection. | Corporate Officer/Principal | 01/02/2015 |
Premier Bank & Trust, NA (North Canton, Ohio)
 Premier Bank & Trust, NA (North Canton, Ohio) Major BanksFinance Nationally chartered commercial bank | Corporate Officer/Principal | 01/09/2014 |
FirstMerit Bank, NA (Investment Management)
 FirstMerit Bank, NA (Investment Management) Investment ManagersFinance FirstMerit Trust manages portfolios that are customized to meet each client's objectives while incorporating global diversification and efficient tax lot techniques to reduce realized capital gains and tax liability. | Gestionnaire de Portefeuille-Actions | 01/12/2012 |
Cambridge Investment Research, Inc.
 Cambridge Investment Research, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
1st Source Corporation Investment Advisors, Inc.
 1st Source Corporation Investment Advisors, Inc. Investment ManagersFinance 1st Source CIA invests for the long-term and seeks to diversify their client’s portfolios to manage risk. The firm utilizes a variety of securities including but not limited to, equities, bonds, US governments, municipals, mutual funds (including closed-end funds) and unit investment trusts (UITs). Generally, all purchases of securities are recommended for long-term holding periods but for some clients, shorter term holding periods may be valid to achieve certain goals. At the client's request, securities may be purchased on margin. Certain clients maintain margin loans for purchase of investments or other purposes. Option strategies and selling covered calls are only utilized at the client's request. | Gestionnaire de Portefeuille-Actions | - |
Formation de Christopher Mark Davis
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
8
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
1st Source Corporation Investment Advisors, Inc.
1st Source Corporation Investment Advisors, Inc. Investment ManagersFinance 1st Source CIA invests for the long-term and seeks to diversify their client’s portfolios to manage risk. The firm utilizes a variety of securities including but not limited to, equities, bonds, US governments, municipals, mutual funds (including closed-end funds) and unit investment trusts (UITs). Generally, all purchases of securities are recommended for long-term holding periods but for some clients, shorter term holding periods may be valid to achieve certain goals. At the client's request, securities may be purchased on margin. Certain clients maintain margin loans for purchase of investments or other purposes. Option strategies and selling covered calls are only utilized at the client's request. | Finance |
Cambridge Investment Research, Inc.
Cambridge Investment Research, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
FirstMerit Bank, NA (Investment Management)
FirstMerit Bank, NA (Investment Management) Investment ManagersFinance FirstMerit Trust manages portfolios that are customized to meet each client's objectives while incorporating global diversification and efficient tax lot techniques to reduce realized capital gains and tax liability. | Finance |
Cleveland State University
 Cleveland State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Akron
 University of Akron Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Clearstead Advisors, LLC
Clearstead Advisors, LLC Investment ManagersFinance Clearstead believes in diversification across a variety of asset classes using both passive and active strategies. The firm’s in-house research team performs fundamental, qualitative, and quantitative research on economic trends, asset allocation, and manager selection. | Finance |
Premier Bank & Trust, NA (North Canton, Ohio)
Premier Bank & Trust, NA (North Canton, Ohio) Major BanksFinance Nationally chartered commercial bank | Finance |
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