Brian Davies, Cfa
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Brian Davies, Cfa Email & Phone Number

VP - Senior Wealth Advisor at The Washington Trust Company
Location: Greater Boston, United States 4 work roles 1 school
1 work email found @shepherdfinancialpartners.com 2 phones found area 617 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email b****@shepherdfinancialpartners.com
Direct phone (617) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
The Washington Trust Company
Role
VP - Senior Wealth Advisor
Location
Greater Boston, United States
Company size
513 employees

Who is Brian Davies, Cfa? Overview

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Quick answer

Brian Davies, Cfa is listed as VP - Senior Wealth Advisor at The Washington Trust Company, a with 513 employees, based in Greater Boston, United States. AeroLeads shows a work email signal at shepherdfinancialpartners.com, phone signal with area code 617, and a matched LinkedIn profile for Brian Davies, Cfa.

Brian Davies, Cfa previously worked as Chief Investment Officer at Shepherd Financial Partners and Portfolio Manager & Senior Analyst at Ironwood Investment Management. Brian Davies, Cfa holds Mba from Suffolk University - Sawyer Business School.

Company email context

Email format at The Washington Trust Company

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*@shepherdfinancialpartners.com
68% confidence

AeroLeads found 1 current-domain work email signal for Brian Davies, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Brian Davies, Cfa

Based upon his extensive experience structuring equity portfolios for sophisticated clients, he leads the Firm’s Investment Committee.

Listed skills include Portfolio Management, Equities, Investments, Equity Research, and 5 others.

Current workplace

Brian Davies, Cfa's current company

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The Washington Trust Company
The Washington Trust Company
VP - Senior Wealth Advisor
Boston, MA, US
Website
washtrust.com
Employees
513
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Company profile
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4 roles

Brian Davies, Cfa work experience

A career timeline built from the work history available for this profile.

Chief Investment Officer

Current
Shepherd Financial Partners

Winchester, Ma

Based upon his extensive experience structuring equity portfolios for sophisticated clients, he leads the Firm’s Investment Committee. Brian thinks of the capital markets from a macro-perspective, always mindful of maintaining the appropriate risk profile for our clients while providing valuable insights to the asset allocation and security selection process. Investment advice and financial planning offered through Shepherd Financial Partners,LLC, a registered investment advisor. The financial consultants at Shepherd Financial Partners are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. For a list of states in which the financial consultants affiliated with Shepherd Financial Partners are registered to do business, please visit www.shepherdfinancialpartners.com. Third-party posts found on this profile do not reflect the views of Shepherd Financial Partners LLC or LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. LPL Financial and Shepherd Financial Partners are separate entities.

May 2018 - Present

Portfolio Manager & Senior Analyst

Ironwood Investment Management

Co-Portfolio Manager for a micro cap product which focuses on investing in companies with market caps less than $700 million. Senior Equity Analyst the Small Cap Core product focusing on small cap companies with market caps less than $2.5 billion and with an eye towards value.

Jul 2002 - Apr 2018
Team & coworkers

Colleagues at The Washington Trust Company

Other employees you can reach at washtrust.com. View company contacts for 513 employees →

DM Deb Muldoon Deb Muldoon Colleague at The Washington Trust CompanyCranston, Rhode Island, United States View → SC Sandra Cuddy Sandra Cuddy Colleague at The Washington Trust CompanyMeriden, Connecticut, United States View → MC Meridith Colins Meridith Colins Colleague at The Washington Trust CompanyWyoming, Rhode Island, United States View → TR Thao Rosen Thao Rosen Colleague at The Washington Trust CompanyWashington County, Rhode Island, United States View → KW Kevin Wood Kevin Wood Colleague at The Washington Trust CompanyWarwick, Rhode Island, United States View → JR Jordan Robitaille Jordan Robitaille Colleague at The Washington Trust CompanyDanielson, Connecticut, United States View → NA Nicholas A. Bassett Nicholas A. Bassett Colleague at The Washington Trust CompanyPawcatuck, Connecticut, United States View → SC Sharon Cattera Sharon Cattera Colleague at The Washington Trust CompanyWashington County, Rhode Island, United States View → RW Rachel Wilson Rachel Wilson Colleague at The Washington Trust CompanyWest Greenwich, Rhode Island, United States View → MS Merinda Stevens Merinda Stevens Colleague at The Washington Trust CompanyPawcatuck, Connecticut, United States View →
1 education record

Brian Davies, Cfa education

FAQ

Frequently asked questions about Brian Davies, Cfa

Quick answers generated from the profile data available on this page.

What company does Brian Davies, Cfa work for?

Brian Davies, Cfa works for The Washington Trust Company.

What is Brian Davies, Cfa's role at The Washington Trust Company?

Brian Davies, Cfa is listed as VP - Senior Wealth Advisor at The Washington Trust Company.

What is Brian Davies, Cfa's email address?

AeroLeads has found 1 work email signal at @shepherdfinancialpartners.com for Brian Davies, Cfa at The Washington Trust Company.

What is Brian Davies, Cfa's phone number?

AeroLeads has found 2 phone signal(s) with area code 617 for Brian Davies, Cfa at The Washington Trust Company.

Where is Brian Davies, Cfa based?

Brian Davies, Cfa is based in Greater Boston, United States while working with The Washington Trust Company.

What companies has Brian Davies, Cfa worked for?

Brian Davies, Cfa has worked for The Washington Trust Company, Shepherd Financial Partners, Ironwood Investment Management, and Standish Mellon Asset Management.

Who are Brian Davies, Cfa's colleagues at The Washington Trust Company?

Brian Davies, Cfa's colleagues at The Washington Trust Company include Deb Muldoon, Sandra Cuddy, Meridith Colins, Thao Rosen, and Kevin Wood.

How can I contact Brian Davies, Cfa?

You can use AeroLeads to view verified contact signals for Brian Davies, Cfa at The Washington Trust Company, including work email, phone, and LinkedIn data when available.

What schools did Brian Davies, Cfa attend?

Brian Davies, Cfa holds Mba from Suffolk University - Sawyer Business School.

What skills is Brian Davies, Cfa known for?

Brian Davies, Cfa is listed with skills including Portfolio Management, Equities, Investments, Equity Research, Capital Markets, Bloomberg, Financial Modeling, and Equity Valuation.

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