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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
Fourth Quarter 2025: Let The Good Times Roll
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The Next Fed Chair: What Warsh Could Mean for Markets
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Seeking the Sweet Spot in Private Credit
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The Great Venezuela Oil Rush, Like Molasses in January
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When Doves Cry: Anticipating the Fed's Accommodative Turn
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The Gold Chameleon: Reflecting the Light of Monetary, Macro and Market Change
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