Brian George Davies
Chief Investment Officer at Shepherd Financial Partners LLC
Brian George Davies active positions
Companies | Position | Start | End |
---|---|---|---|
Shepherd Financial Partners LLC
Shepherd Financial Partners LLC Investment ManagersFinance Shepherd Financial Partners LLC (SFP) is an independent registered investment advisory firm headquartered in Winchester, Massachusetts. The firm was founded by R. Mark Shepherd in 2015. SFP offers a comprehensive set of portfolio management and wealth planning solutions for individuals, families, business owners, executives and foundations. | Chief Investment Officer | 2018-04-30 | - |
Career history of Brian George Davies
Former positions of Brian George Davies
Companies | Position | Start | End |
---|---|---|---|
Standish Mellon Asset Management Co. LLC
Standish Mellon Asset Management Co. LLC Investment ManagersFinance Standish Mellon Asset Management Co. LLC is a registered investment advisor located in Boston, Massachusetts. The firm traces its roots to 1933, when its predecessor firm, Standish, Ayer & Wood, Inc., began managing fixed income portfolios for US financial institutions, banks and insurance companies. Standish is a subsidiary of BNY Mellon Asset Management North America Corp., which is wholly-owned by The Bank of New York Mellon Corp. (NYSE: BK). Standish provides both discretionary and non-discretionary investment advisory services to institutional, retail, individual and high net-worth investors in the form of separate accounts, registered mutual funds, and pooled investment vehicles, and to other investment advisors through sub-advisory agreements. | Corporate Officer/Principal | - | - |
Ironwood Investment Management LLC
Ironwood Investment Management LLC Investment ManagersFinance Ironwood Investment Management LLC (Ironwood) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Warren Isabelle in 1997 and formerly known as Intrepid Partners LLC and Ironwood Capital Management LLC. Ironwood provides advisory services focused on domestic stocks through several targeted investment products. The firm also serves as portfolio manager to wrap fee programs. Ironwood is a signatory to the United Nations Principles of Responsible Investing (UNPRI). | Analyst-Equity | 2001-12-31 | - |
Training of Brian George Davies
Suffolk University | Masters Business Admin |
Statistics
International
United States | 5 |
Operational
Analyst-Equity | 1 |
Masters Business Admin | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 4 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
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Ironwood Investment Management LLC
Ironwood Investment Management LLC Investment ManagersFinance Ironwood Investment Management LLC (Ironwood) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Warren Isabelle in 1997 and formerly known as Intrepid Partners LLC and Ironwood Capital Management LLC. Ironwood provides advisory services focused on domestic stocks through several targeted investment products. The firm also serves as portfolio manager to wrap fee programs. Ironwood is a signatory to the United Nations Principles of Responsible Investing (UNPRI). | Finance |
Standish Mellon Asset Management Co. LLC
Standish Mellon Asset Management Co. LLC Investment ManagersFinance Standish Mellon Asset Management Co. LLC is a registered investment advisor located in Boston, Massachusetts. The firm traces its roots to 1933, when its predecessor firm, Standish, Ayer & Wood, Inc., began managing fixed income portfolios for US financial institutions, banks and insurance companies. Standish is a subsidiary of BNY Mellon Asset Management North America Corp., which is wholly-owned by The Bank of New York Mellon Corp. (NYSE: BK). Standish provides both discretionary and non-discretionary investment advisory services to institutional, retail, individual and high net-worth investors in the form of separate accounts, registered mutual funds, and pooled investment vehicles, and to other investment advisors through sub-advisory agreements. | Finance |
Shepherd Financial Partners LLC
Shepherd Financial Partners LLC Investment ManagersFinance Shepherd Financial Partners LLC (SFP) is an independent registered investment advisory firm headquartered in Winchester, Massachusetts. The firm was founded by R. Mark Shepherd in 2015. SFP offers a comprehensive set of portfolio management and wealth planning solutions for individuals, families, business owners, executives and foundations. | Finance |
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