Tracy Davies Email & Phone Number
Vice President @ Hamilton Point Investment Advisors
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Tracy Davies Location
- Chapel Hill, NC, US
Tracy Davies Work
- 2022 -now Vice President @
- 2021 -now Assistant Vice President @
- 2017 -now Associate @
- 2009 -2016 Investment Associate @
- 2007 -2009 Sales Associate @
- 2006 -2007 Analyst - Fixed Income Structured Products Group Operations @
Tracy Davies Education
- Bucknell University
BSBA (Management)
2002-2006 - Darien High School 1998-2002
Tracy Davies Skills
- Series 7
- Investments
- Asset Allocation
- Investment Strategies
- Equities
- Wealth Management
- Equity Research
- Portfolio Management
- Financial Analysis
- Alternative Investments
- Series 66
- Series 31
- Series 63
Tracy Davies Summary
- Tracy Davies, based in Chapel Hill, NC, US, is currently a Vice President at Hamilton Point Investment Advisors. Tracy Davies brings experience from previous roles at Hamilton Point Investment Advisors, UBS Private Wealth Management and Morgan Stanley Private Wealth Management. Tracy Davies holds a 2002 - 2006 BSBA in Management @ Bucknell University. With a robust skill set that includes Series 7, Investments, Asset Allocation, Investment Strategies, Equities and more. Tracy Davies has 4 emails and 10 mobile phone numbers on RocketReach.
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