Profile
Kim Marie Davis held various vice president positions at Widmann, Siff & Co., Inc. and Susquehanna Trust & Investment Co. She also worked as a registered representative at Kidder, Peabody & Co., Inc. From 2008 to 2016, she was a vice president at Valley Forge Asset Management LLC.
From 2016 to 2021, she worked as a senior vice president and account executive at BB&T Securities LLC.
Former positions of Kim Marie Davis
| Companies | Position | End |
|---|---|---|
BB&T Securities LLC
 BB&T Securities LLC Investment ManagersFinance BB&T Securities LLC is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2013 as the result of a merger between Scott & Stringfellow LLC firm and Clearview Correspondent Services LLC. Effective upon the merger, Clearview changed its name to BB&T Securities LLC and began conducting business as BB&T Scott & Stringfellow and BB&T Capital Markets, both divisions of BB&T Securities LLC. They are a wholly-owned, non-bank subsidiary of Truist Financial Corp. (NYSE: TFC). BB&T Securities provides services to individuals, including high net-worth individuals; trusts, estates and charitable organizations; corporations or other business entities; Taft-Hartley plans, governmental plans, municipalities; not-for-profit entities; private equity firms (consulting only); and outside investment platform. | Portfolio Manager-Equities | 2021-03-09 |
Valley Forge Asset Management LLC
 Valley Forge Asset Management LLC Investment ManagersFinance Valley Forge Asset Management LLC is a registered investment advisor located in King of Prussia, Pennsylvania, Corp. The firm provides investment services to retirement funds, public funds, individuals, foundations, endowments and corporations. They are a subsidiary of Susquehanna Bancshares, Inc. (NASDAQ: SUSQ). | Portfolio Manager-Equities | 2016-02-29 |
Widmann, Siff & Co., Inc.
 Widmann, Siff & Co., Inc. Investment ManagersFinance Founded in 1970, Widmann, Siff & Co. is an investment advisory firm that manages investment accounts for individuals, pension and profit sharing plans, corporations, family trusts, IRAs, 401(k)s and 403(b)s and Taft Hartley plans. The firm is based in Exton, Pennsylvania. They are a subsidiary of Valley Forge Asset Management Corp. Their ultimate parent is Susquehanna Bancshares, Inc. (NasdaqGS: SUSQ). | Portfolio Manager-Equities | 2008-11-29 |
Kidder, Peabody & Co., Inc.
 Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Corporate Officer/Principal | - |
Susquehanna Trust & Investment Co.
 Susquehanna Trust & Investment Co. Investment ManagersFinance Founded in 1982, Susquehanna Trust & Investment Co. provides personal trust, employee benefit and investment management services. The firm is affiliated with First Susquehanna Bank & Trust and their ultimate parent is Susquehanna Bancshares, Inc. (NASDAQ: SUSQ). They are located in Lititz, Pennsylvania with an additional office in Sunbury, Pennsylvania | Corporate Officer/Principal | - |
Experiences
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Members of the board
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| Private companies | 5 |
|---|---|
Widmann, Siff & Co., Inc.
Widmann, Siff & Co., Inc. Investment ManagersFinance Founded in 1970, Widmann, Siff & Co. is an investment advisory firm that manages investment accounts for individuals, pension and profit sharing plans, corporations, family trusts, IRAs, 401(k)s and 403(b)s and Taft Hartley plans. The firm is based in Exton, Pennsylvania. They are a subsidiary of Valley Forge Asset Management Corp. Their ultimate parent is Susquehanna Bancshares, Inc. (NasdaqGS: SUSQ). | Finance |
Susquehanna Trust & Investment Co.
Susquehanna Trust & Investment Co. Investment ManagersFinance Founded in 1982, Susquehanna Trust & Investment Co. provides personal trust, employee benefit and investment management services. The firm is affiliated with First Susquehanna Bank & Trust and their ultimate parent is Susquehanna Bancshares, Inc. (NASDAQ: SUSQ). They are located in Lititz, Pennsylvania with an additional office in Sunbury, Pennsylvania | Finance |
Kidder, Peabody & Co., Inc.
Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Finance |
Valley Forge Asset Management LLC
Valley Forge Asset Management LLC Investment ManagersFinance Valley Forge Asset Management LLC is a registered investment advisor located in King of Prussia, Pennsylvania, Corp. The firm provides investment services to retirement funds, public funds, individuals, foundations, endowments and corporations. They are a subsidiary of Susquehanna Bancshares, Inc. (NASDAQ: SUSQ). | Finance |
BB&T Securities LLC
BB&T Securities LLC Investment ManagersFinance BB&T Securities LLC is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2013 as the result of a merger between Scott & Stringfellow LLC firm and Clearview Correspondent Services LLC. Effective upon the merger, Clearview changed its name to BB&T Securities LLC and began conducting business as BB&T Scott & Stringfellow and BB&T Capital Markets, both divisions of BB&T Securities LLC. They are a wholly-owned, non-bank subsidiary of Truist Financial Corp. (NYSE: TFC). BB&T Securities provides services to individuals, including high net-worth individuals; trusts, estates and charitable organizations; corporations or other business entities; Taft-Hartley plans, governmental plans, municipalities; not-for-profit entities; private equity firms (consulting only); and outside investment platform. | Finance |
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