Paul Whitney Davis
Analyst-Equity chez SRS Capital Advisors, Inc.
Profil
Mr. Paul W.
Davis is a Portfolio Manager at SRS Capital Advisors, Inc. He joined the firm in February 2004.
He serves as a member of the Investment Committee and leads all of the technical analysis and strategies at SRS.
His unique approach toward research and innovative methodologies are the foundation of the firm's Monument investment strategy, which is an equity portfolio grounded in his technical analysis.
Prior to joining SRS, Mr. Davis was a registered representative at Royal Alliance Associates, Inc. and Integrated Resources Equity Corp.
He holds a B.
S.
in Psychology from Denison University.
Postes actifs de Paul Whitney Davis
| Sociétés | Poste | Début |
|---|---|---|
SRS Capital Advisors, Inc.
 SRS Capital Advisors, Inc. Investment ManagersFinance SRS Capital Advisors, Inc. (SRS) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded by David A. Simon, Michael P. Riordan and Patrick C. South in 2004. They were acquired in 2024 by Arax Investment Partners LLC, which is owned by Arax Business Trust. SRS specializes in customized investment platforms and highly sophisticated wealth planning solutions for high-net-worth families and individuals, businesses, and foundations. | Analyst-Equity | 01/02/2004 |
Formation de Paul Whitney Davis
| Denison University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
SRS Capital Advisors, Inc.
SRS Capital Advisors, Inc. Investment ManagersFinance SRS Capital Advisors, Inc. (SRS) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded by David A. Simon, Michael P. Riordan and Patrick C. South in 2004. They were acquired in 2024 by Arax Investment Partners LLC, which is owned by Arax Business Trust. SRS specializes in customized investment platforms and highly sophisticated wealth planning solutions for high-net-worth families and individuals, businesses, and foundations. | Finance |
