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