Mark Davidson, CFA

Director of Investments


Mark Davidson is a Chartered Financial Analyst (CFA) and portfolio manager with over 25 years of experience working with taxable and tax-exempt clients, including high net worth individuals, endowment funds, and 401(k) accounts.

Inspired by his father, who was an actuary, Mark Davidson studied math and business prior to entering finance. He finds investment management to be among the most mathematical of business endeveaors, and a balanced blend of art and science. He’s been married for over 20 years and has three teenagers. In his free time, he loves traveling with his family, trying new foods from cultures abroad, and he finds joy in mentoring student athletes. 

He’s an active volunteer in his community, including leadership, board, and council roles with Dauphin Way United Methodist Church and the Alabama / West Florida Conference, Soccer4Life and Samford University

2003 - present Director of Investments, Principal, Co-Founder, Cornerstone Investment Management and Consulting

Invest and manage client portfolios with full discretion, lead security selection process and participate in the economic modeling for the firm.

1997 - 2003 Chief Investment Officer, Fiduciary Services Corporation

Conducted portfolio reviews and provided re-allocation recommendations based on securities research

1995 - 1997 Business Systems Analyst, Total System Services

Designed and developed program code for a credit card processing system.


Portfolio management - since 1997
Investements analysis - since 1997
Economic modeling - since 2003


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