Adrian Gregory Davies

President chez Woodstock Corp.

Profil

Mr. Adrian G.
Davies, CFA MBA, is a President at Woodstock Corp.
In addition to providing portfolio management and financial consulting services for individual clients, he is the firm’s Chief Investment Officer and Chief Operations Officer.
He also has analytical responsibilities for covering technology and business services stocks, and directs the firm’s information technology strategy.
He has been with Woodstock since 2003.
Mr. Davies was a Vice president of Mellon Growth Advisors, LLC, where he monitored and analyzed technology and telecommunications stocks for several institutional growth funds.
He served on the firm’s Oversight and Strategy Committee, where he helped establish investment strategies and sector allocations for the firm.
His earlier experience includes having worked as a portfolio manager for Federated Investors in Pittsburgh, PA, and as an investment analyst for Shenyin Wanguo Securities Ltd.
in Hong Kong.
Mr. Davies received his MBA from the Darden Graduate School of Business Administration at the University of Virginia, and a BA in Philosophy from the University of California at Berkeley.
He is a member of the CFA Society Boston and is a Chartered Financial Analyst.

Postes actifs de Adrian Gregory Davies

Sociétés	Poste	Début
Woodstock Corp.	President	01/01/2022

Anciens postes connus de Adrian Gregory Davies

Sociétés	Poste	Fin
FEDERATED HERMES, INC.	Corporate Officer/Principal	-

Formation de Adrian Gregory Davies

University of Virginia	Masters Business Admin
University of California, Berkeley	Undergraduate Degree