Brett Davidson Email & Phone Number

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Vice President, Portfolio Manager @ (January 2026 - Present)
Associate Wealth Manager @ (December 2021 - January 2026)
Advisory Investment Specialist @ (July 2021 - December 2021)
Wealth Planning Specialist @ (January 2021 - July 2021)
Financial Advisor @ (March 2019 - January 2021)
Training Financial Advisor @ (January 2019 - March 2019)
Server @ (July 2016 - November 2018)
Financial Services Intern @ (May 2018 - August 2018)
Eminent Treasurer @ (January 2017 - January 2018)
Sales Representative @ (January 2016 - July 2016)
Dining Room Busser @ (June 2013 - July 2015)

Brett Davidson, based in Newport Beach, CA, US, is currently a Vice President, Portfolio Manager at BNY Wealth. Brett Davidson brings experience from previous roles at BNY Wealth and UBS. Brett Davidson holds a 2015 - 2018 Bachelor's degree in Economics @ University of Colorado Boulder. Brett Davidson has 1 emails and 1 mobile phone numbers on RocketReach.