Profil
Mr. William M.
Davis, CFA MBA, is an Equity Portfolio Manager at Sawgrass Asset Management LLC.
Mr. Davis is responsible for quantitative and fundamental research.
He serves on the firm’s equity management research committee.
Prior to Sawgrass, Mr. Davis worked with the Charles Schwab Corporation and the Vanguard Group.
His educational accomplishments include a M.B.A.
in Finance and a B.A.
in Economics from Wake Forest University, and earning a Chartered Financial Analyst (CFA) designation from The CFA Institute (formerly AIMR), of which he is a member.
He is also a member of the Jacksonville Financial Analysts Society.
Postes actifs de Marc Davis
| Sociétés | Poste | Début |
|---|---|---|
Sawgrass Asset Management LLC
 Sawgrass Asset Management LLC Investment ManagersFinance Sawgrass Asset Management LLC (Sawgrass) is a SEC-registered investment advisor headquartered in Ponte Vedra Beach, Florida. The firm was founded in 1998 by its principals Andrew Cantor, Dean McQuiddy, and Brian Monroe. They are a wholly-owned subsidiary of Sawgrass Asset Management, Inc. (SAM). Sawgrass provides active equity and fixed income investment management services to institutional investors. | Analyst-Equity | 01/06/2001 |
Anciens postes connus de Marc Davis
| Sociétés | Poste | Fin |
|---|---|---|
| CHARLES SCHWAB | Corporate Officer/Principal | - |
The Vanguard Group, Inc.
 The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Analyst-Equity | - |
Formation de Marc Davis
| Wake Forest University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| CHARLES SCHWAB | Finance |
| Entreprise privées | 2 |
|---|---|
Sawgrass Asset Management LLC
Sawgrass Asset Management LLC Investment ManagersFinance Sawgrass Asset Management LLC (Sawgrass) is a SEC-registered investment advisor headquartered in Ponte Vedra Beach, Florida. The firm was founded in 1998 by its principals Andrew Cantor, Dean McQuiddy, and Brian Monroe. They are a wholly-owned subsidiary of Sawgrass Asset Management, Inc. (SAM). Sawgrass provides active equity and fixed income investment management services to institutional investors. | Finance |
The Vanguard Group, Inc.
The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Finance |
