Carlton William Davis
Directeur/Membre du Conseil chez Chevy Chase Trust Co.
Profil
Mr. Carlton W.
Davis, CFA, is a Director & Fixed Income Portfolio Manager at Chevy Chase Trust Co. He is on the Board of Directors at Chevy Chase Trust Co. He is also is a Fixed-Income Trader.
Previously, he was an institutional fixed-income trader at Liberty Mutual Investments in Boston, focusing primarily on municipals, credit, and interest rates.
Before that, he was an Assistant Vice President and fixed-income trader at Chevy Chase Trust and also worked at T.Rowe Price in Baltimore.
He graduated from Miami University with a B.S.
in Finance.
Mr. Davis is a Chartered Financial Analyst and is a member of the CFA Society of Washington D.C.
Postes actifs de Carlton William Davis
| Sociétés | Poste | Début |
|---|---|---|
Chevy Chase Trust Co.
 Chevy Chase Trust Co. Investment ManagersFinance Chevy Chase Trust Co. (CCTC) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1997 and is a subsidiary of Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings, Inc. CCTC primarily provides investment management services to high-net-worth individuals, investment companies, pension and profit-sharing plans, charitable organizations, state and municipal entities, insurance companies, and other institutional clients. | Directeur/Membre du Conseil | 01/01/2022 |
Anciens postes connus de Carlton William Davis
| Sociétés | Poste | Fin |
|---|---|---|
Chevy Chase Trust Co.
Chevy Chase Trust Co. Investment ManagersFinance Chevy Chase Trust Co. (CCTC) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1997 and is a subsidiary of Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings, Inc. CCTC primarily provides investment management services to high-net-worth individuals, investment companies, pension and profit-sharing plans, charitable organizations, state and municipal entities, insurance companies, and other institutional clients. | Trading-Equity | 01/03/2016 |
Formation de Carlton William Davis
| University of Miami | Undergraduate Degree |
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| Entreprise privées | 1 |
|---|---|
Chevy Chase Trust Co.
Chevy Chase Trust Co. Investment ManagersFinance Chevy Chase Trust Co. (CCTC) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1997 and is a subsidiary of Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings, Inc. CCTC primarily provides investment management services to high-net-worth individuals, investment companies, pension and profit-sharing plans, charitable organizations, state and municipal entities, insurance companies, and other institutional clients. | Finance |
