Scott Davis Email & Phone Number
Senior Advisor @ AdvicePeriod
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Scott Davis Location
- Beverly Hills, CA, US
Scott Davis Work
- 2016 -now Senior Advisor @
- 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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