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Services
Services Overview
Governance
Consulting
Outsourced CIO
Research
Values Aligned Investing
Managed Portfolios
Curio
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:
CAIA Association
CFA Institute
CFA Society of Cincinnati
Latest Publications
Navigating Today's Uncertainty: How Higher Education Institutions Are Preparing for Economic and Policy Shifts
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Second Quarter 2025: Three Months of Fireworks
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2025 Community Foundation Survey Executive Summary
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Navigating the Rising Impact of the Israel-Iran Conflict
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Assessing the Impact of the Israel-Iran Conflict
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Educational Experience, Portfolio Management and Community Connection: Dayton’s Three Criteria for Running A Student-Led Investment Club
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