Profile
Mr. Eric A. Davis is an Advisor at BSW Wealth Partners, Inc.
Prior to joining the advisory team at BSW, he worked as a Financial Analyst with investment firm, Janus Capital Group and also spent time as an Investment Banking Analyst with Petrie Partners, an investment bank that provides specialized advice on mergers, divestitures, acquisitions and private placements.
Mr. Davis received his Bachelor of Science in Finance, with Distinction, from The Leeds School of Business - University of Colorado.
Eric Alan Davis active positions
| Companies | Position | Start |
|---|---|---|
BSW Wealth Partners LLC
BSW Wealth Partners LLC Investment ManagersFinance BSW is a long-term investor that believes asset allocation, rather than security selection, drives long-term investment performance. The firm focuses on identifying important, transformative trends within the global economy that can generate attractive investment returns over the long term. They take a top-down approach to tactical asset allocation and use a relative growth/valuation framework to determine sub-asset classes. | Analyst-Equity | 2015-05-31 |
Former positions of Eric Alan Davis
| Companies | Position | End |
|---|---|---|
Petrie Partners LLC
Petrie Partners LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
| JANUS CAPITAL GROUP INC | Corporate Officer/Principal | - |
Training of Eric Alan Davis
Experiences
Positions held
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Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Janus Henderson US (Holdings), Inc.
Janus Henderson US (Holdings), Inc. Financial ConglomeratesFinance Provides risk-managed investment strategy, manages equity, fixed income and money market services | Finance |
BSW Wealth Partners LLC
BSW Wealth Partners LLC Investment ManagersFinance BSW is a long-term investor that believes asset allocation, rather than security selection, drives long-term investment performance. The firm focuses on identifying important, transformative trends within the global economy that can generate attractive investment returns over the long term. They take a top-down approach to tactical asset allocation and use a relative growth/valuation framework to determine sub-asset classes. | Finance |
Petrie Partners LLC
Petrie Partners LLC Investment ManagersFinance Provides investment advice | Finance |
The Leeds School of Business
The Leeds School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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