Van Davis Email & Phone Number

Baltimore, Maryland, United States

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Baltimore, Maryland, United States

Responsible for growing and retaining client relationships by providing timely investment advice; over 100 clients with over $300 million in assets represent my current book of business

Analyze and recommend stocks in the financial sector: banks, insurance, capital markets, exchanges, consumer finance, thrifts, mortgages, and REITS.

Harris Mullan was a start-up business providing cash collateral to bonded contractors for a fee; investor funds would be pooled and then invested in a variety of construction projects for an attractive return. Responsibilities included developing the new company’s business and marketing plan, finding suitable candidates for HM’s advisory board, attracting.

Analyzed and recommended stocks in the financial sector (approximately $200 million of equity holdings at market peak): banks, insurance, capital markets, exchanges, consumer finance, thrifts, mortgages, and GSEs. Effectively communicated ideas to institutional and personal trust portfolio managers through detailed written reports and oral communication..

Conducted fundamental research on leading and secondary companies in the following industries: banks, insurance, capital markets, consumer finance, retail, textiles, tobacco, beverage and household products. Generated new ideas from internal models, brokerage reports, industry reports, and meetings with sell-side analysts and company managements..

Responsible for the fiduciary management of approximately 250 small companies, banks and limited partnerships. Performed annual financial reviews, proxy voting, recommended action on tenders, redemptions, reviewed outside appraisals and prepared original valuation work for negotiated sales (both majority and minority positions).

Masters, Business Administration

Bachelor Of Arts, Economics