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Neal Davis
Directeur en chef des Investissements chez
Oxford Financial Group Ltd.
Profil
Mr. Neal G.
Davis, CFA, is a Chief Investment Officer & Managing Director at Oxford Financial Group Ltd.
Mr. Davis was previously employed as a Vice President and Senior Portfolio Manager in the Private Client Group.
In that role, he was responsible for investment strategy and portfolio for significant families and institutions.
He also led the firm's equity due diligence process and hosted educational seminars on key market themes for clients and professional organizations.
Earlier in his career, he spent nine years at Buckingham Advisors as a Senior Portfolio Manager.
He holds a Bachelor of Science in Family Financial Management from The Ohio State University.
Postes actifs de Neal Davis
| Sociétés | Poste | Début |
|---|---|---|
Oxford Financial Group Ltd.
 Oxford Financial Group Ltd. Investment ManagersFinance Oxford aims to construct broadly diversified investment portfolios incorporating a wide range of asset classes and investment styles. Their rigorous portfolio construction process is based on insightful analysis and seeks to be resilient across a broad range of economic and financial market outcomes. | Directeur en chef des Investissements | 16/06/2026 |
Anciens postes connus de Neal Davis
| Sociétés | Poste | Fin |
|---|---|---|
Fort Washington Investment Advisors, Inc.
 Fort Washington Investment Advisors, Inc. Investment ManagersFinance Fort Washington applies well-defined investment values across the diverse lineup of strategies that they offer covering asset classes and solutions within both public and private equity, cash and short duration fixed income, investment grade fixed income, asset-liability management, leveraged credit, multi-sector fixed income, private placements, private debt, midstream energy, securitized credit, and others. | Gestionnaire de Portefeuille-Actions | 01/12/2025 |
Buckingham Capital Management, Inc. (Ohio)
 Buckingham Capital Management, Inc. (Ohio) Investment ManagersFinance BCM integrates tax and financial planning strategies to create customized portfolios based on client’s individual goals, time horizon, and risk tolerance. The firm combines top-down analysis to determine sector allocations within each asset class and a bottom-up analysis determines their individual security selections. By using both fundamental and technical analysis, BCM strives to stay aware of both company specific and market-driven risks. | Analyst-Equity | 01/09/2021 |
Formation de Neal Davis
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
88
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Fort Washington Investment Advisors, Inc.
Fort Washington Investment Advisors, Inc. Investment ManagersFinance Fort Washington applies well-defined investment values across the diverse lineup of strategies that they offer covering asset classes and solutions within both public and private equity, cash and short duration fixed income, investment grade fixed income, asset-liability management, leveraged credit, multi-sector fixed income, private placements, private debt, midstream energy, securitized credit, and others. | Finance |
Oxford Financial Group Ltd.
Oxford Financial Group Ltd. Investment ManagersFinance Oxford aims to construct broadly diversified investment portfolios incorporating a wide range of asset classes and investment styles. Their rigorous portfolio construction process is based on insightful analysis and seeks to be resilient across a broad range of economic and financial market outcomes. | Finance |
The Ohio State University
 The Ohio State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Buckingham Capital Management, Inc. (Ohio)
Buckingham Capital Management, Inc. (Ohio) Investment ManagersFinance BCM integrates tax and financial planning strategies to create customized portfolios based on client’s individual goals, time horizon, and risk tolerance. The firm combines top-down analysis to determine sector allocations within each asset class and a bottom-up analysis determines their individual security selections. By using both fundamental and technical analysis, BCM strives to stay aware of both company specific and market-driven risks. | Finance |
