Steven M. Davis

Finance

Consumer Services

Profile

Prior to joining the firm, Mr. Davis was a financial advisor with Morgan Stanley.
Mr. Davis received a B.S.
degree in international business from Oklahoma State University.
He serves on the advisory board of the non-profit Volunteer Center of Tulsa and on the advisory council of Young Professionals of Tulsa.
Mr. Davis was recognized in 2005 by the Cystic Fibrosis Foundation as one of Tulsa’s top 20 leaders.

Former positions of Steven M. Davis

Companies	Position	End
Mariner Wealth Advisors-Oklahoma LLC Mariner Wealth Advisors-Oklahoma LLC Investment ManagersFinance Mariner Wealth Advisors-Oklahoma LLC (MWAO) is an investment advisory firm headquartered in Tulsa, Oklahoma. It is majority owned by Mariner LL, which is owned by Mariner Wealth Advisors LLC. The firm was founded as Adams Hall Wealth Advisors LLC in 1997 and became part of the Mariner family in 2012. MWAO provides personal financial planning, consulting, and investment management services to individuals, including high net-worth individuals and very high net-worth families, pension and profit-sharing plans, charitable organizations, corporations and other business entities.	Portfolio Manager-Equities	2008-02-27

See the detail of Steven M. Davis's experience

Training of Steven M. Davis

Oklahoma State University

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies