Jeffrey Davis, CFA, CAIA

Jeffrey “Jeff” Davis is a Senior Vice President and Advisor at FEG, where he partners with clients to develop and implement investment programs that support their long-term objectives. Since joining FEG in 2002, Jeff has worked closely with clients on investment strategy, governance, portfolio construction, manager selection, and ongoing portfolio oversight. He has also played a significant role in the development and leadership of FEG’s Annual Community Foundation Survey, a longstanding industry resource.

Over the course of his career at FEG, Jeff has helped clients navigate complex investment decisions and manage investment programs across a variety of market environments. His experience spans asset allocation, investment policy development, manager evaluation, and portfolio oversight, helping clients align their portfolios with their long-term goals.

Jeff earned a Bachelor of Business Administration in Finance and Economics from the University of Kentucky and a Master of Business Administration from Xavier University. He holds both the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. A native of Northern Kentucky, Jeff values time with family and regularly visits his mother and siblings. Outside of work, he enjoys spending time outdoors, boating on Norris Lake in Tennessee, and snowboarding and skiing with his family.