Talk to sales Try for Free
John Davis, CFA

John Davis, CFA

Followers of John Davis, CFA2000 followers
location of John Davis, CFABaltimore, Maryland, United States

Connect with John Davis, CFA to Send Message

Connect

Connect with John Davis, CFA to Send Message

Connect

  • Timeline

  • About me

    Partner & Director of U.S. National Accounts, U.S. Financial Intermediaries at Brown Advisory

  • Education

    • The Boys' Latin School of Maryland

      2003 - 2008

    • Loyola University Maryland

      2009 - 2012
      BBA Business Economics/Finance

      Activities and Societies: Loyola FMA Chapter, The Adam Smith Economics Society, and The Loyola Fed Challenge Team.

    • The Johns Hopkins University

      2008 - 2009
      BS Economics

    • Loyola University Maryland

      2014 - 2018
      Master of Business Administration (MBA) Finance

  • Experience

    • Brown Advisory

      Jul 2012 - now

      Responsible for the distribution of Brown Advisory products and services to clients and prospects within key intermediary channels, including Banks, Broker/Dealers, and Platforms Responsible for the distribution of Brown Advisory products and services to clients and prospects within key intermediary channels, including Banks, Broker/Dealers, and Platforms.

      • Partner & Director of U.S. National Accounts, U.S. Financial Intermediaries

        Jan 2024 - now

      • Partner & Key Account Director, U.S. Financial Intermediaries

        Jan 2022 - Jan 2024

      • Partner, U.S. Intermediary Distribution

        Jan 2014 - Jan 2022

      • Institutional Marketing Associate

        Jul 2012 - Jan 2014

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Nov 2022