Robert Davis

CFA®, Partner and Chief Investment Officer at Round Table Wealth Management
On the record
Represented by:

Robert Davis, CFA®, CAIA, Partner and Chief Investment Officer of Round Table Wealth Management, has been with the firm since 2006. Chairman of the firm's Investment Committee, Robert has over 20 years of experience in the financial industry. His responsibilities include the development, review and analysis of investment strategies, portfolio and risk management, asset allocation, manager selection and due diligence as well as product review.

Sign up to view all