Terry Davies
Investment Committee Member at Old Port Advisors, Inc.
Profile
Mr. Francis J.
Davies, III, is a Vice President at Old Port Advisors, Inc. He joined Old Port Advisors in December of 2005 as a Portfolio Manager.
He has been involved in the financial services industry for over 35 years and brings a wealth of experience to Old Port Advisors.
He is a member of the Investment Policy Committee.
Prior to joining Old Port Advisors, Mr. Davies was a Managing Director of Westport Capital Markets, a registered investment advisory firm and ran their Portland office after relocating to Maine in 2000.
He also worked as an officer at a New York Stock Exchange member firm and experience as a senior trader on an institutional equity desk on Wall Street.
He received his undergraduate degree from Lafayette College.
He has the unique Certified Divorce Financial Analyst designation.
Terry Davies active positions
Companies | Position | Start |
---|---|---|
Old Port Advisors, Inc.
Old Port Advisors, Inc. Investment ManagersFinance Old Port Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Portland, Maine. The firm was founded by Fredric W. Williams in 1994 as Investment Management & Consulting Group, Inc. and changed their business name to Old Port Advisors, Inc. in 2014. They provide personalized Investment Management, Financial Planning, and Wealth Management services to individuals, trusts, estates, and charitable organizations, as well as business clients. In addition to these services, the firm provides Fiduciary Consulting to employers and retirement plan sponsors. | Investment Committee Member | 2005-11-30 |
Training of Terry Davies
Lafayette College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
---|---|
Old Port Advisors, Inc.
Old Port Advisors, Inc. Investment ManagersFinance Old Port Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Portland, Maine. The firm was founded by Fredric W. Williams in 1994 as Investment Management & Consulting Group, Inc. and changed their business name to Old Port Advisors, Inc. in 2014. They provide personalized Investment Management, Financial Planning, and Wealth Management services to individuals, trusts, estates, and charitable organizations, as well as business clients. In addition to these services, the firm provides Fiduciary Consulting to employers and retirement plan sponsors. | Finance |
- Stock Market
- Insiders
- Terry Davies