Paul Whitney Davis
Analyst-Equity at SRS Capital Advisors, Inc.
Profile
Mr. Paul W.
Davis is a Portfolio Manager at SRS Capital Advisors, Inc. He joined the firm in February 2004.
He serves as a member of the Investment Committee and leads all of the technical analysis and strategies at SRS.
His unique approach toward research and innovative methodologies are the foundation of the firm's Monument investment strategy, which is an equity portfolio grounded in his technical analysis.
Prior to joining SRS, Mr. Davis was a registered representative at Royal Alliance Associates, Inc. and Integrated Resources Equity Corp.
He holds a B.
S.
in Psychology from Denison University.
Paul Whitney Davis active positions
| Companies | Position | Start |
|---|---|---|
SRS Capital Advisors, Inc.
 SRS Capital Advisors, Inc. Investment ManagersFinance SRS Capital Advisors, Inc. is a privately owned independent Registered Investment Advisor headquartered in Denver, Colorado. The firm was founded by David A. Simon, Michael P. Riordan and Patrick C. South in 2004. They provide customized investment platforms and highly sophisticated wealth planning solutions for high net-worth families and individuals, businesses, and foundations. | Analyst-Equity | 2004-01-31 |
Training of Paul Whitney Davis
| Denison University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
SRS Capital Advisors, Inc.
SRS Capital Advisors, Inc. Investment ManagersFinance SRS Capital Advisors, Inc. is a privately owned independent Registered Investment Advisor headquartered in Denver, Colorado. The firm was founded by David A. Simon, Michael P. Riordan and Patrick C. South in 2004. They provide customized investment platforms and highly sophisticated wealth planning solutions for high net-worth families and individuals, businesses, and foundations. | Finance |
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