Marc L. Davis
Analyst-Equity at Cary Street Partners Asset Management LLC
Profile
Mr. Marc L.
Davis, CFA, is an Equity Analyst & Director at Cary Street Partners Asset Management LLC.
He is an industry research analyst working on the Health Care and Consumer Staples sectors for Tradition Asset Management.
Mr. Davis was previously employed as a Senior Vice President by Tradition Capital Management LLC and an Analyst by Brundage, Story & Rose LLC.
He also served on the board at Tradition Asset Management LLC.
He received his undergraduate degree from Columbia College (Illinois) and a graduate degree from New York University School of Law.
Marc L. Davis active positions
| Companies | Position | Start |
|---|---|---|
Cary Street Partners Asset Management LLC
 Cary Street Partners Asset Management LLC Investment ManagersFinance Cary Street Partners Asset Management LLC (CSPAM) is a SEC-registered investment advisor headquartered in Richmond, Virginia. Formerly known as Luxon Asset Management LLC, the firm is a wholly owned subsidiary of Cary Street Partners Financial LLC. CSPAM provides third-party asset management for clients of registered investment advisers through advisory programs at various custodians on a discretionary basis. | Analyst-Equity | - |
Former positions of Marc L. Davis
| Companies | Position | End |
|---|---|---|
Brundage, Story & Rose LLC
 Brundage, Story & Rose LLC Investment ManagersFinance Brundage, Story & Rose LLC provides investment advice. The company is based in New York, NY. Brundage, Story & Rose was acquired by Bessemer Trust Co., NA on August 04, 2000. | Corporate Officer/Principal | - |
Tradition Asset Management LLC
 Tradition Asset Management LLC Investment ManagersFinance Tradition Asset Management LLC (Tradition AM) is an investment advisory firm headquartered in Richmond, Virginia. The firm was founded by Michael Provine and Christopher Trompeter in 2018 and is owned by Cary Street Partners Financial LLC. Tradition AM provides investment advice to individual and institutional clients. | Director/Board Member | - |
Tradition Capital Management LLC
 Tradition Capital Management LLC Investment ManagersFinance Founded in 2000 by Benjamin Halliburton and Christopher Trompeter, Tradition Capital Management LLC is a registered investment advisor located in Summit, New Jersey. | Analyst-Equity | - |
Training of Marc L. Davis
| Columbia College (Illinois) | Undergraduate Degree |
| New York University School of Law | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Brundage, Story & Rose LLC
Brundage, Story & Rose LLC Investment ManagersFinance Brundage, Story & Rose LLC provides investment advice. The company is based in New York, NY. Brundage, Story & Rose was acquired by Bessemer Trust Co., NA on August 04, 2000. | Finance |
Tradition Capital Management LLC
Tradition Capital Management LLC Investment ManagersFinance Founded in 2000 by Benjamin Halliburton and Christopher Trompeter, Tradition Capital Management LLC is a registered investment advisor located in Summit, New Jersey. | Finance |
Cary Street Partners Asset Management LLC
Cary Street Partners Asset Management LLC Investment ManagersFinance Cary Street Partners Asset Management LLC (CSPAM) is a SEC-registered investment advisor headquartered in Richmond, Virginia. Formerly known as Luxon Asset Management LLC, the firm is a wholly owned subsidiary of Cary Street Partners Financial LLC. CSPAM provides third-party asset management for clients of registered investment advisers through advisory programs at various custodians on a discretionary basis. | Finance |
Tradition Asset Management LLC
Tradition Asset Management LLC Investment ManagersFinance Tradition Asset Management LLC (Tradition AM) is an investment advisory firm headquartered in Richmond, Virginia. The firm was founded by Michael Provine and Christopher Trompeter in 2018 and is owned by Cary Street Partners Financial LLC. Tradition AM provides investment advice to individual and institutional clients. | Finance |
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