Oliver Davis Email and Phone Number

I am a teacher at heart - and my goal is to help you navigate topics like yourpension, social security, college savings, wills/trusts, and life insurance needs, as well as how to maximize your retirement savings through your 403(b), IRAs and managed accounts.My goal is to educate you and help plan your financial life, both before and after retirement. Please don’t hesitate to reach out if you have any questions, more than happy to help!Investment adviser representative and registered representative of, and securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC). Neither Voya Financial Advisors nor its representatives offer tax of legal advice. Please consult with your tax a legal advisors regarding your individual situation.

Worked in highly specialized private wealth management team, managing nearly a quarter of a billion dollars in a Family Office structure.

• Manage student-led long-only equity portfolio (AUM $345,000) on behalf of the URI Alumni Association• Create automatic Bloomberg research reports with valuation models such as FCFE to value small/mid cap public companies for investment decision making• Use custom VBA functions to statistically model expected return and volatility of theoretical portfolios.• Use linear programming in conjunction with statistical modeling to find and implement the optimal portfolio, as well as back-test and stress-test the portfolio• Create polished presentations for URI Alumni Association as well as Fidelity Investments detailing the fund’s investment and risk management process