Andrew N. Davis, Cfa

Andrew N. Davis, Cfa Email and Phone Number

SVP, Head of Macro Research | Investment Strategy | Wharton MBA Candidate @ Bryn Mawr Trust
Andrew N. Davis, Cfa's Location
Philadelphia, Pennsylvania, United States, United States
Andrew N. Davis, Cfa's Contact Details

Andrew N. Davis, Cfa work email

Andrew N. Davis, Cfa personal email

About Andrew N. Davis, Cfa

As a seasoned Investment Professional with over a decade of experience, I am deeply committed to harnessing economic indicators, portfolio analysis, and advanced options strategies to deliver strategic insights and outstanding outcomes for our clients.My enthusiasm for knowledge-sharing is reflected through my popular weekly video series, where I demystify complex financial concepts for a diverse audience across multiple social media platforms. This initiative has allowed me to reach thousands of engaged viewers, fostering a community of informed investors.Currently pursuing an MBA at the prestigious Wharton School of the University of Pennsylvania, I am further refining my financial expertise and business acumen. This rigorous academic journey, coupled with my Chartered Financial Analyst (CFA) designation, ensures I maintain the highest ethical standards and stay at the forefront of industry innovations.I pride myself on being a strategic thinker with a keen macroeconomic perspective, guiding decision-making processes and pinpointing tactical trades that enhance investment outcomes. My approach is results-oriented, focused on navigating market complexities and uncovering opportunities that drive growth and optimization for both my organization and our clients.With a vision to empower individuals and businesses, I am dedicated to providing insightful analysis and strategic planning that aspire to transform the financial landscape. My goal is to contribute to our clients' success by fostering enduring relationships and building trust through consistent, reliable guidance.

Andrew N. Davis, Cfa's Current Company Details
Bryn Mawr Trust

Bryn Mawr Trust

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SVP, Head of Macro Research | Investment Strategy | Wharton MBA Candidate
Andrew N. Davis, Cfa Work Experience Details
  • Bryn Mawr Trust
    Svp, Head Of Macro Research
    Bryn Mawr Trust Jan 2023 - Present
    Bryn Mawr, Pa, Us
  • Bryn Mawr Trust
    Vp, Director Of Research
    Bryn Mawr Trust Jul 2020 - Dec 2022
    Bryn Mawr, Pa, Us
  • Bryn Mawr Trust
    Portfolio Manager
    Bryn Mawr Trust May 2019 - Jul 2020
    Bryn Mawr, Pa, Us
  • Sei
    Portfolio Strategist
    Sei Mar 2015 - May 2019
    Oaks, Pa, Us
  • Moody'S Analytics
    Economist
    Moody'S Analytics Dec 2012 - Mar 2015
    New York, Ny, Us
  • Bureau Of Labor Statistics
    Economist
    Bureau Of Labor Statistics Jul 2009 - Dec 2012
    Washington, Dc, Us

Andrew N. Davis, Cfa Skills

Asset Allocation Economics Investment Research Econometrics Financial Analysis Financial Modeling Data Analysis Visual Basic For Applications Microsoft Excel Bloomberg Terminal Fundamental Analysis Options Strategies Economic Forecasting

Andrew N. Davis, Cfa Education Details

  • The Wharton School
    The Wharton School
    Entrepreneurship & Innovation
  • The Johns Hopkins University
    The Johns Hopkins University
    Financial Management
  • Michigan State University
    Michigan State University
    Economics

Frequently Asked Questions about Andrew N. Davis, Cfa

What company does Andrew N. Davis, Cfa work for?

Andrew N. Davis, Cfa works for Bryn Mawr Trust

What is Andrew N. Davis, Cfa's role at the current company?

Andrew N. Davis, Cfa's current role is SVP, Head of Macro Research | Investment Strategy | Wharton MBA Candidate.

What is Andrew N. Davis, Cfa's email address?

Andrew N. Davis, Cfa's email address is an****@****ail.com

What schools did Andrew N. Davis, Cfa attend?

Andrew N. Davis, Cfa attended The Wharton School, The Johns Hopkins University, Michigan State University.

What are some of Andrew N. Davis, Cfa's interests?

Andrew N. Davis, Cfa has interest in Competitive Sailing, Golf, Skiing, Hockey.

What skills is Andrew N. Davis, Cfa known for?

Andrew N. Davis, Cfa has skills like Asset Allocation, Economics, Investment Research, Econometrics, Financial Analysis, Financial Modeling, Data Analysis, Visual Basic For Applications, Microsoft Excel, Bloomberg Terminal, Fundamental Analysis, Options Strategies.

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