Profile
Mr. Adrian G.
Davies, CFA MBA, is a President at Woodstock Corp.
In addition to providing portfolio management and financial consulting services for individual clients, he is the firm’s Chief Investment Officer and Chief Operations Officer.
He also has analytical responsibilities for covering technology and business services stocks, and directs the firm’s information technology strategy.
He has been with Woodstock since 2003.
Mr. Davies was a Vice president of Mellon Growth Advisors, LLC, where he monitored and analyzed technology and telecommunications stocks for several institutional growth funds.
He served on the firm’s Oversight and Strategy Committee, where he helped establish investment strategies and sector allocations for the firm.
His earlier experience includes having worked as a portfolio manager for Federated Investors in Pittsburgh, PA, and as an investment analyst for Shenyin Wanguo Securities Ltd.
in Hong Kong.
Mr. Davies received his MBA from the Darden Graduate School of Business Administration at the University of Virginia, and a BA in Philosophy from the University of California at Berkeley.
He is a member of the CFA Society Boston and is a Chartered Financial Analyst.
Adrian Gregory Davies active positions
Companies | Position | Start |
---|---|---|
Woodstock Corp.
Woodstock Corp. Investment ManagersFinance Woodstock Corp. is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1929 and is a subsidiary of Sagamore Operations & Management LLC. Woodstock provides wealth management services to individuals and families, pension profit sharing plans, trusts, estates, charitable organizations, and corporations. | President | 2021-12-31 |
Former positions of Adrian Gregory Davies
Companies | Position | End |
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FEDERATED HERMES, INC. | Corporate Officer/Principal | - |
Training of Adrian Gregory Davies
University of Virginia | Masters Business Admin |
University of California, Berkeley | Undergraduate Degree |
Experiences
Positions held
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Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Members of the board
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Linked companies
Listed companies | 1 |
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FEDERATED HERMES, INC. | Finance |
Private companies | 1 |
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Woodstock Corp.
Woodstock Corp. Investment ManagersFinance Woodstock Corp. is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1929 and is a subsidiary of Sagamore Operations & Management LLC. Woodstock provides wealth management services to individuals and families, pension profit sharing plans, trusts, estates, charitable organizations, and corporations. | Finance |
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