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Ethel J. Davis

Ethel J. Davis

American Century Investments - Investment Consultant

Followers of Ethel J. Davis2000 followers
location of Ethel J. DavisOverland Park, Kansas, United States

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  • Timeline

  • About me

    CEO & Portfolio Manager at VZD Capital Management LLC

  • Education

    • Allen County Community College

      1983 - 1985
      A.A Journalism

      Activities and Societies: Served as the Editor-in-Chief of the college newspaper. Member of Phi Theta Kappa an international honor society of two-year colleges and academic programs. Crowned as Ms. Black Heritage at Allen County Community College in Iola, Kansas.

    • Iola High School

      1978 - 1981
      Diploma General Studies

    • The University of Kansas

      1981 - 1983
      AA Journalism

  • Experience

    • American Century Investments

      Oct 1988 - May 1994
      American Century Investments - Investment Consultant

      Secured investment licenses to work directly with retail and institutional clients regarding investment optionsReceived personal accolades from James E. Stowers, Founder and CEO of American Century Investments.

    • Charles Schwab & Co., Inc

      May 1995 - May 2004
      Financial Consultant

      I served as a financial consultant for Charles Schwab & Co., Inc - Kansas City Plaza location. My primary responsibility was working with ultra affluent households and understanding our client's investment needs and behavior to recommend the most appropriate platiform for self-directed, validator and delegator investors. I worked closely with a number of local and national registered investment advisory firm.

    • Paragon Capital Management

      May 2004 - Aug 2012
      Principal and Portfolio Manager

      Paragon Capital Management, a Registered Investment Adviser, partners with its clients to build multi-generational relationships that achieve appropriate investment objectives based on unique needs, lifestyles, experiences and situations. We are dedicated to exceeding expectations in providing investment results and outstanding service - one client at a time. Whatever your short-term or long-term goals, Paragon Capital Management is prepared to get your money on the right track and keep it moving forward. Show less

    • VZD Capital Management LLC

      Dec 2012 - now
      CEO & Portfolio Manager

      Ethel founded VZD Capital Management LLC, a Registered Investment Advisory firm located in Leawood, Kansas. VZD is the first African-American, female-owned investment firm in the Midwest and one of few within the US. Ethel named the firm after her deceased parents for their principles, values and legacy that serves as the firm's cornerstone. VZD is not affiliated with any other company or institution. As a small private firm, we value our independence, flexibility, and ability to make difficult decisions that benefit our clients without interference from a biased culture that so many public firms face.We treat our clients as unique individuals and utilize a customized investment approach to meet their specific circumstances. You won't find a cookie-cutter approach here. As a boutique investment advisory firm, we offer service that is personal, private and exclusive. All clients have a direct one-on-one relationship with the Portfolio Manager, unlike many investment firms that utilizes relationship professionals to serve as the primary point of contact for the client. Show less

    • Self-employed

      Dec 2012 - now
      CEO & Portfolio Manager

  • Licenses & Certifications

  • Honors & Awards

    • Awarded to Ethel J. Davis
      2016 Five Star Wealth Manager Five Star Professional Sep 2015 Ethel J. Davis of VZD Capital Management, LLC wins 2016 Five Star Wealth Manager Award. Ethel accomplished what only a small percentage of wealth managers in the Kansas City area have achieved. Five Star Professional partnered with KC Magazine to recognize a select group of Kansas City-area wealth managers who provide quality services to their clients. The Five Star Wealth Manager award program is the largest and most widely published wealth manager award program in the financial… Show more Ethel J. Davis of VZD Capital Management, LLC wins 2016 Five Star Wealth Manager Award. Ethel accomplished what only a small percentage of wealth managers in the Kansas City area have achieved. Five Star Professional partnered with KC Magazine to recognize a select group of Kansas City-area wealth managers who provide quality services to their clients. The Five Star Wealth Manager award program is the largest and most widely published wealth manager award program in the financial services industry. The award is based on a rigorous, multifaceted research methodology, which incorporates input from peers and firm leaders along with client retention rates, industry experience and a thorough regulatory history review. Show less
    • Awarded to Ethel J. Davis
      America's Most Honored Top 5 Percent of Professionals The American Registry Sep 2015
    • Awarded to Ethel J. Davis
      Top Area Minority Owned Businesses - 2015 Kansas City Business Journal Sep 2015
    • Awarded to Ethel J. Davis
      Fast 50: The Area's 50 Fastest-Growing Businesses Kansas City Business Journal May 2015 The Kansas City Business Journal's Fast 50 is a list of the fastest-growing area businesses. The listing features companies with three-year average revenue growth ranging from a remarkable 27 percent to an astounding 1,000 percent. VZD Capital Management seen a 323.83 percent from 2012-2014.
    • Awarded to Ethel J. Davis
      America's Most Honored Professional - 2014 The American Registry Aug 2014 Ethel J. Davis awarded for continuous professional recognition - an accomplishment realized by the Top 10% of American Professionals.