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Mark Davidson, CFA

Mark E. Davidson, CFA

Qualified Experience in Investment Management

  • As Cornerstone Investment Management's Director of Investments, Mark Davidson manages the firm's equity analysis and macroeconomic analysis, portfolio management, securities trading, performance review and assessment, and firm strategy and management. Mark's philosophy of investing focuses on the big picture: "We like to go the top of the mountain and look around."
  • With 20 years of qualified investment management experience, Mark served as Investment Officer for an investment management firm in Savannah, GA and as a Business Systems Analyst in Columbus, GA prior to co-founding Cornerstone Investment Management with Scott Koser in 2003. While studying for the Chartered Financial Analyst (CFA) exams, Mark met Scott, who was also a CFA Candidate. They shared similar views of the investment industry and realized their opportunity to create an independent firm, allowing them to perform their own research and portfolio management.

Personal

  • Mark lives near downtown Mobile, AL with his wife, Lynn Weeks from Savannah, GA, and their three children, Pape, Cam, and Claire. In his free time, Mark enjoys traveling, watching college football, hiking, kayaking, soccer, and other outdoor activities with his family.
  • Mark's favorite book: Rising Tide: The Great Mississippi Flood of 1927 and How it Changed America by John Barry
  • Favorite finance book: The Ascent of Money: A Financial History of the World by Niall Ferguson
  • Favorite place in the world he's travelled to: Mendoza, Argentina in the foothills of the Andes. Why? It's a gorgeous, mountainous, wine region with really, really nice people.
  • Where he is travelling next for fun: Mark and his family are still in the planning stages as to where their next trip will take them.

 

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Independent fee-based investment management advisor, retirement planning.

 

Cornerstone Investment Management and Consulting, LLC, 809-C Daphne Avenue, Suite 102, Daphne, Alabama 36526. Fee-based investment management, hourly financial advice and planning. Cornerstone is a Registered Investment Advisor (RIA) registered with the Alabama Securities Commission and is headquartered in the Eastern Shore of Mobile Bay in Daphne, Alabama. Cornerstone is also registered in Florida, Georgia, Louisiana and Texas and permitted to service other states by de minimus exemption.

For more information about our firm, or to receive a copy of our disclosure form ADV, please email us at info(at)csimac.com, or call 251.626.6292. Thank you for visiting our site.