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513-977-4400
Services
Services Overview
Governance
Consulting
Outsourced CIO
Research
Values Aligned Investing
Managed Portfolios
Who We Serve
Our Clients
Community Foundations
Healthcare
Higher Education
About Us
Firm Overview
Our Team
Culture
Insights
Publications
Podcast
Videos
Studies
News & Events
News
Events
Forum 2023
Contact Us
Jeffrey
Davis
Jeffrey
Jeff
A. Davis, CFA, CAIA
Senior Vice President, Advisor
Education:
MBA in Business Administration, Xavier University
BA in Finance and Economics, University of Kentucky
Memberships:
FEG Responsive Investing Committee
CAIA Association
CFA Institute
CFA Society of Cincinnati
Panorama Apartments – Board Member
Latest Publications
Research Review: November 2024
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Research Review: October 2024
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Third Quarter 2024 Private Capital Quarterly Review
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FEG Insight: The Market is a Voting Machine
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Third Quarter 2024 Market Commentary: A Midsummer Night's Dream
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Research Review: Third Quarter 2024
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