Profil
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.
Anciens postes connus de Scott J. Davis
| Sociétés | Poste | Fin |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 01/10/2016 |
| PPG Industries, Inc. /Automotive Glass & Services Business/ | Corporate Officer/Principal | - |
Formation de Scott J. Davis
| The Pennsylvania State University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
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 |
