We are an experienced team of holistic advisors collaborating with investment and risk managers to support every aspect of our clients’ unique financial goals.
INVESTMENT TEAM MEMBER
Robert Davis, a Partner and the Chief Investment Officer of Round Table Wealth Management, has been with the firm since 2006. Bob is the chairman of the firm’s Investment Committee and his responsibilities include the development, review and analysis of investment strategies, portfolio and risk management, asset allocation, manager selection and due diligence, and product review.
Bob has both a B.A. and M.B.A. from Southern Methodist University and has over 20 years of experience in the financial industry. Prior to joining Round Table, Bob served as vice president of a single-family office with over $1 billion in assets, where he was responsible for investments in both traditional and alternative asset classes. He began his career at a New York-based boutique investment bank. Bob holds both the Chartered Financial Analyst® and Chartered Alternative Investment Analyst designations. Bob enjoys playing competitive lacrosse, distance running and competing in triathlons.
A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute, formerly AIMR, that measures the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas, such as accounting, economics, ethics, money management, and security analysis.
Chartered Alternative Investment Analyst (CAIA) is a professional designation granted by the Chartered Alternative Investment Analyst Association to candidates who have completed Level I and Level II examinations. The Chartered Alternative Investment Analyst Association has established the designation of CAIA to certify that the holders have met the association’s educational standard for specialists in the area of alternative investments. The alternative investments that a Chartered Alternative Investment Analyst is trained to assess include hedge funds, venture capital, private equity, funds of funds, derivatives and real estate investments.