Managing Director, Wealth Management, UBS Financial Services Inc.
Davis is managing director-wealth management and senior portfolio manager for UBS Financial Services Inc. in Westlake Village. He works with a select group of high net-worth clients and specializes in managing private client portfolios. Davis joined UBS in 2014 and has nearly 30 years of experience as a financial advisor. He holds a Certified Investment Management Analyst designation from the Wharton School of the University of Pennsylvania and was among Forbes Best-in-State Wealth Advisors from 2018 through 2022. Davis serves on the board of the Boys & Girls Clubs of Greater Conejo Valley and is on the alumni board at UC-Santa Barbara.