2011 -2016 Managing Director @ Convergent Wealth Advisors
2005 -2011 Portfolio Manager @ Lexington Commercial Holdings Family Office
2003 -2005 Assistant Director of Finance @
1999 -2003 Senior Auditor @
Scott Davis Education
Penn State University
BS (Finance and International Business)
1994-1999
Scott Davis Skills
Hedge Funds
Wealth Management
Investments
Portfolio Management
Asset Allocation
Investment Advisory
Alternative Investments
High Net Worth Individuals
Investment Strategies
Family Office
High Net Worth
Scott Davis Summary
Scott Davis, based in Beverly Hills, CA, US, is currently a Senior Advisor at AdvicePeriod. Scott Davis brings experience from previous roles at Convergent Wealth Advisors, Lexington Commercial Holdings Family Office and PPG Industries. Scott Davis holds a 1994 - 1999 BS in Finance and International Business @ Penn State University. With a robust skill set that includes Hedge Funds, Wealth Management, Investments, Portfolio Management, Asset Allocation and more. Scott Davis has 2 emails and 2 mobile phone numbers on RocketReach.
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