Managing Director, Wealth Management, UBS
Davis has been in wealth management since 1994 and is managing director of wealth management and senior portfolio manager for UBS Financial Services in Westlake Village. Davis joined UBS in 2014 and manages proprietary model portfolios and investment strategies for his clients’ unique needs and goals. He holds a Certified Investment Management Analyst designation from the Wharton School of the University of Pennsylvania and serves on the board of the Boys & Girls Clubs of Greater Conejo Valley and is on the alumni board at UC-Santa Barbara.