Profil
Mr. Joshua A.
Davison is a Director of Portfolio Management & Investment Strategy at Connectus Wealth LLC.
He is responsible for portfolio management & investment strategy collaboration across partner firms.
He works together with the Connectus team to develop and execute new strategies across research, trading, investment strategy and selection.
Prior to joining Connectus, he worked as the Director of Investments to build out a new RIA with HJ Sims.
He also worked at a well-established RIA that focused on Financial Planning.
Prior to joining the RIA world, he worked for Charles Schwab as a liaison to 75 Independent RIAs across the county.
He has also spent time as a Financial Advisor for Morgan Stanley and his finance career started at Wachovia Securities (now Wells Fargo).
He received his undergraduate degree from UCF College of Business Administration and a graduate degree from the University of Central Florida.
Ehemalige bekannte Positionen von Josh Davison
| Unternehmen | Position | Ende |
|---|---|---|
Connectus Wealth LLC
 Connectus Wealth LLC Investment ManagersFinance Connectus Wealth LLC (Connectus) is a SEC-registered asset management firm headquartered in Hunt Valley, Maryland. The firm is a subsidiary of Connectus Group LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Connectus offers investment advisory services to high-net worth individuals, families, family offices, trusts, businesses, charitable foundations, and retirement/profit-sharing plans. | Analyst-Equity | 01.11.2022 |
Ausbildung von Josh Davison
| University of Central Florida | Graduate Degree |
| UCF College of Business Administration | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Connectus Wealth LLC
Connectus Wealth LLC Investment ManagersFinance Connectus Wealth LLC (Connectus) is a SEC-registered asset management firm headquartered in Hunt Valley, Maryland. The firm is a subsidiary of Connectus Group LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Connectus offers investment advisory services to high-net worth individuals, families, family offices, trusts, businesses, charitable foundations, and retirement/profit-sharing plans. | Finance |
