Will Davis adds more than 10 years of financial industry experience to Archford Capital Strategies, including an extensive background in portfolio management, securities research, and client satisfaction. He holds a Series 65 license and joins Archford as a wealth management advisor and analyst.
Will comes to Archford from Deschaine & Company, where he served as chief investment officer from spring of 2014 through August 2015 and maintained discretionary responsibility for $85 million in assets during that time. Along with being trained and personally mentored by Mark Deschaine, Will is skilled in using HOLT LensTM from Credit Suisse. His responsibilities at Deschaine included managing three of the firm’s equity income portfolios, two of which he created. In 2014, Front Edge, a HOLT advisory group, named Deschaine’s Equity Income Portfolio a “best performing” investment portfolio. Throughout his tenure at Deschaine & Co., Will provided integral research and analysis in selecting and monitoring securities within the company’s portfolios.
Before joining Deschaine, Will formally entered the financial industry as a trading assistant at Westmark Capital, and managed individual client accounts and assets for a private partnership where he specialized in building Long/Short hedged portfolios. Will graduated from Southeast Missouri State University in 2004 with a bachelor’s degree in Business Administration. He lives in Columbia, Ill., with his wife, Kate, an engineer at Proctor & Gamble, and two daughters.