Evan Davies Email & Phone Number
Senior Wealth Advisor and Portfolio Manager @ EdenGroup
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Evan Davies Location
- Vancouver, BC, CA
Evan Davies Work
- Senior Wealth Advisor and Portfolio Manager @ (July 2024 - Present)
- Senior Wealth Advisor @ (April 2022 - Present)
- Senior Investment Advisor @ (June 2013 - Present)
- Assistant @ (January 2011 - January 2012)
Evan Davies Education
- University of Victoria
BA (History, Business, Economics)
2004-2008 - St. George's School
High School Diploma
1999-2004
Evan Davies Skills
- Asset Management
- Business Strategy
- Capital Markets
- Corporate Finance
- Equities
- Estate Planning
- Finance
- Financial Advisory
- Financial Analysis
- Financial Modeling
- Financial Planning
- Financial Risk
- Financial Services
- Holistic Financial Planning
- IPO
- Investment Banking
- Investment Strategies
- Investments
- Investor Relations
- Mutual Funds
- Portfolio Management
- Private Equity
- Retirement Planning
- Risk Management
- Securities
- Trading
- Valuation
- Wealth Management
- Wealth Management Services
Evan Davies Summary
- Evan Davies, based in Vancouver, BC, CA, is currently a Senior Wealth Advisor and Portfolio Manager at CGWM. Evan Davies brings experience from previous roles at CG Wealth Management Canada and Canaccord Genuity LLC. Evan Davies holds a 2004 - 2008 BA in History, Business, Economics @ University of Victoria. With a robust skill set that includes Asset Management, Business Strategy, Capital Markets, Corporate Finance, Equities and more. Evan Davies has 2 emails and 1 mobile phone numbers on RocketReach.
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Evan Davies
Senior Wealth Advisor and Portfolio Manager
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