Profil
Mr. Ryan W.
Davis is a President, Chief Investment Officer & Partner at Next Capital Management LLC.
He is responsible for oversight of NEXT’s asset allocation, manager selection, and investment strategy, and works closely with the firm’s advisors and clients to implement portfolios.
Prior to joining NEXT, Mr. Davis was a senior analyst in the alternative investments group at Fortigent, an outsourced provider of research and technology services for high net worth advisory firms.
At Fortigent, he was primarily responsible for the identification and due diligence of hedge funds and other non-traditional investment solutions.
He also led the firm’s asset allocation research and helped manage multi-asset class and dedicated alternative investment portfolios.
He received his B.S.
in Economics degree from George Washington University.
He holds the Chartered Financial Analyst and Chartered Alternatives Investment Analyst designation.
Aktiva positioner av Ryan William Davis
| Företag | Position | Start |
|---|---|---|
Next Capital Management LLC
Next Capital Management LLC Investment ManagersFinance Next Capital takes a fully customized, unbiased approach to managing client portfolios. The firm focuses on building diversified, outcome-oriented portfolios that emphasize risk-adjusted returns and tax efficiency with an intense focus on capital preservation. They primarily allocate client investment assets to various mutual funds, exchange traded funds, and individual equity and fixed income securities, on a discretionary and non-discretionary basis, in accordance with the client’s designated investment objective(s). | President | 2019-11-01 |
Ryan William Daviss utbildningar
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Kopplade företag
| Privata företag | 2 |
|---|---|
George Washington University
George Washington University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Next Capital Management LLC
Next Capital Management LLC Investment ManagersFinance Next Capital takes a fully customized, unbiased approach to managing client portfolios. The firm focuses on building diversified, outcome-oriented portfolios that emphasize risk-adjusted returns and tax efficiency with an intense focus on capital preservation. They primarily allocate client investment assets to various mutual funds, exchange traded funds, and individual equity and fixed income securities, on a discretionary and non-discretionary basis, in accordance with the client’s designated investment objective(s). | Finance |
















