Chris Davis, Cima® Email and Phone Number
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Chris Davis, Cima® personal email
Chris Davis, Cima® phone numbers
I enjoy helping Financial Advisors be great stewards throughout their clients' lives. My focus is supporting great investment decisions through ongoing partnership. I believe well-informed financial advice has the power to change your life. Based near Minneapolis, I work with Financial Advisors and Wealth Management Teams in Minnesota and West Wisconsin to optimize investment portfolio design, rethink income planning, and leverage behavioral finance. My best partners find that my diverse background, curiosity and candor set me apart. A few of my strengths include: • Investment advising and manager selection (CIMA®)• Portfolio Construction Strategy (CFP® CE Provider)• Behavioral Finance education and awareness• Public Speaking and Education Seminars• Responsible Investing and ESG IntegrationFederated Hermes, Inc. (NYSE: FHI) is a leading global asset manager focused on meeting the diverse and evolving needs of today’s investors. Guided by our conviction that responsible investing is the best way to create wealth over the long term, we offer investors around the world specialized investment capabilities across a wide range of asset classes.Founded on the principle of doing business the right way, Federated Hermes has helped clients plan for the future with investments, support and insights built to stand the test of time. Our commitment to research excellence, dedicated service and responsible investing has remained steadfast through a variety of market conditions, supporting Federated Hermes’ growth into a leading global investment manager.**Federated Hermes reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Federated Hermes is not responsible for content posted by third-parties.**
Federated Hermes
View- Website:
- federatedinvestors.com
- Employees:
- 1760
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Senior Regional ConsultantFederated HermesMinneapolis, Mn, Us -
Senior Regional Consultant, Vice PresidentFederated Hermes Dec 2012 - PresentPittsburgh, Pa, UsI seek out and partner with great Financial Advisors in the upper-Midwest who want to help their clients live the best life they can with the money they have. As your partner, you will find me to be honest, loyal and creative. We will work only in your and your clients' best interest. Beyond that, ask me how I can help you with:Portfolio Construction:-Make sense of and navigate rapidly changing markets-Identify and address hidden portfolio risks in your models-Refine manager selection process-Integrate ESG for both positive financial and societal outcomes-Deliver boutique investments to attract wealthy investors-Solve cash and liquidity problems-Maximize benefits of Active and Passive Investing-Increase after-tax returns through creative tax strategies-Generate current income from diverse sourcesPractice Enhancement:-Prepare your business for the rapidly changing fiduciary landscape-Establish a premium brand perception-Navigate the complicated options for transitioning clients, hire a junior partner, or retire.-Develop more rewarding relationships with your best clients-Get better ROI from Social Media-Create Events and Seminars your clients never forget-Increase retention of assets, especially with Millennial beneficiaries-Increase close ratios for referralsFederated Hermes:Our mission is to deliver outstanding risk-adjusted returns to our clients and their beneficiaries by setting the standard for responsible, active investment management, including rigorous investment analysis, active ownership and consideration of the long-term needs of all stakeholders. -
Benevolent Dictator, Racing DriverNorth Loop Motorsport Aug 2015 - PresentNorth Loop Motorsports provides passionate racers with the opportunity and support necessary to compete at the highest level possible in wheel-to-wheel racing. We do this by developing a passionate team of people capable of making wise investments in drivers, crew, capital, and partners to get the best results possible on a limited budget. -
Founder, CeoMad Rabbit Road Racing, Llc Jan 2016 - PresentFounded to help amateur and professional racing enthusiasts hone their craft, M-3R believes that a key to making both roads and tracks safer for all drivers is learning how to properly handle a vehicle at speed. To this end, we provide access to great education and premium race vehicles for racing and track events at the top-tier facilities throughout the United States.
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Wholesaler (Internal With Key Field Responsibilities)Invesco Ltd. Jan 2008 - Dec 2012Atlanta, Ga, UsI earned my position with Invesco as part of their acquisition of Van Kampen from Morgan Stanley in 2010. It entailed extensive field responsibility in addition to the duties of Senior Internal Sales Consultant. In this time I became very proficient in:-Advanced portfolio construction combining Mutual Fund, SMA, UIT and ETF strategies-Personality profiling, communication and behavioral coaching-Client education seminars
Chris Davis, Cima® Skills
Chris Davis, Cima® Education Details
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Illinois Wesleyan UniversityPsychology
Frequently Asked Questions about Chris Davis, Cima®
What company does Chris Davis, Cima® work for?
Chris Davis, Cima® works for Federated Hermes
What is Chris Davis, Cima®'s role at the current company?
Chris Davis, Cima®'s current role is Senior Regional Consultant.
What is Chris Davis, Cima®'s email address?
Chris Davis, Cima®'s email address is cd****@****iwu.edu
What is Chris Davis, Cima®'s direct phone number?
Chris Davis, Cima®'s direct phone number is +161220*****
What schools did Chris Davis, Cima® attend?
Chris Davis, Cima® attended Illinois Wesleyan University.
What are some of Chris Davis, Cima®'s interests?
Chris Davis, Cima® has interest in Community Service, She And I Enjoy Travelling, Spending Time With Our Families, Scuba Diving, Cooking, Going To Sports Games, When Time Allows, Skiing (Water And Downhill), International Travel, Budgeting.
What skills is Chris Davis, Cima® known for?
Chris Davis, Cima® has skills like Sales Presentations, Group Presentations, Investment Strategies, Portfolio Management, Investment Management, Investments, Investment Products, Mutual Funds, Etfs, Separately Managed Accounts, Unit Trusts, Indexing.
Who are Chris Davis, Cima®'s colleagues?
Chris Davis, Cima®'s colleagues are Diane Johnson, Tell Wilson, Emily Condio, Glen Johnson, Tim Berry, Angela Gasper, Gregg Purinton.
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