Eric Davis Email & Phone Number

Boulder, Co, Us

Boulder, Colorado

Being a former financial and investment banking analyst, I am adept at handling complex financial situations. Being an entrepreneur, I am passionate about helping other entrepreneurs and business owners make smart decisions with their hard earned money. BSW Wealth Partners is an independent wealth advisor that works every day to make life better for its clients. The firm provides financial and investment advice, goal-setting, and plan implementation on a fee-only basis to private investors. Our clients are successful individuals and families – sometimes spanning multiple generations – who need a sophisticated partner to assist them with protecting and growing their wealth over the long term.

Seville And Puerto De Santa Maria, Spain

After taking several trips between Sevilla, Spain (great food, terrible beer) and Boulder (craft-beer mecca), I raised capital, put together an experienced team and set out to bring American craft-beer to a deserving and needing market. We are currently exploring options for a brewery in Puerto de Santa Maria, with a tap room and direct-to-consumer model (vs. brewery 1.0 version: production facility in Sevilla).

Denver, Co

As an analyst, I provided exceptional service to institutional clients through extensive due diligence and modeling/analysis on merger and acquisition engagements, capital raises, and divestiture opportunities on multi-billion dollar engagements. Petrie Partners, LLC is a boutique investment banking firm offering financial advisory services to the oil and gas industry. We provide specialized advice on mergers, divestitures, acquisitions and private placements.

As an analyst, I supported the FP&A / Corporate Finance team for Janus, a publicly traded asset management firm with $195B of AUM. Through diligent analysis - I created financial models, conducted in-depth fund research, and developed materials for quarterly board meetings. I also supported the Investor Relations team by contributing to the 2012 IR strategy, preparingmaterials for Q2 Earnings and investor calls, and analyzing competitor strategies/positions.Since 1969, Janus Capital Group has stayed true to our mission: deliver better client outcomes through actively managed investment solutions. Today, we offer a broad range of fixed income, equity and multi-asset strategies managed by Janus, INTECH and Perkins, in addition to a suite of exchange-traded products.Through deep expertise in security selection, portfolio construction, and asset allocation, we help individual and institutional investors meet their goals, including growth of capital, volatility management, uncorrelated returns and income.