Mark E.
Davidson, CFA
INVESTMENT PORTFOLIO
MANAGEMENT
Chartered Financial Analyst and Portfolio Manager with
over 10 years of experience working with taxable and tax-exempt clients including
high net worth individuals, endowment funds, and 401(k) accounts.
PROFESSIONAL EXPERIENCE
Cornerstone Investment
Management and Consulting Daphne, AL
Director of Investments,
Principal 2003 – Present
A boutique investment
management firm seeking to serve all investors through performance-driven,
fee-only investment management and project-based hourly investment consulting.
§ Invest and manage client
portfolios with full discretion
§ Lead security selection
process and participate in the
economic modeling for the firm
§ Calculate and monitor client account performance
§ Assist clients of all wealth
levels linking their investment goals with appropriate products
Fiduciary Services
Corporation
A regional investment
management firm serving over 300 client families with $400 million under
management.
§ Assist in management over 500 client portfolios
totaling $400 million
§ Conducted quarterly portfolio review for all accounts
and provided re-allocation recommendations
§ Established, codified, and executed general procedures
to assist in investment management process
Total System Services
Business Systems Analyst March 1995 – May 1997
A credit card processing firm developing and
deploying second generation software for processing.
§ Designed and developed
program code for a specific area of the credit card processing system
§ Gathered client requirements
for projects and coordinated their implementation
EDUCATION
Master of Science in Management May 1994
Concentration: Finance
Research Assistant, Krannert Executive Education Program
Bachelor of Science in Mathematics May 1992
Minor: General Business
Honors: Presidential
Scholarship, Graduated Magna Cum Laude
CONTINUING EDUCATION
Chartered Financial Analyst
Annual Conference 2006
AIMR Financial Analysts
Seminar 2001
PROFESSIONAL
ORGANIZATIONS
Chartered Financial Analyst Institute
COMMUNITY INVOLVEMENT AND ACTIVITIES
Dauphin
Way United
President 2006 – Present
Board of Overseers,
ex-officio member
2006
– Present
Vice President 2004 – 2006
1992 Class Agent 1998 – 2004
University
of
Leadership
Mobile Downtown Rotary Club – Member