Adrian G. Davies, CFA
In addition to providing portfolio management and financial consulting services for individual clients, Adrian is the firm’s Chief Investment Officer and Chief Operations Officer. He also has analytical responsibilities for covering technology and business services stocks, and directs the firm’s information technology strategy.
Adrian has been with Woodstock since 2003. He was previously a vice president of Mellon Growth Advisors, LLC, where he monitored and analyzed technology and telecommunications stocks for several institutional growth funds. He served on the firm’s Oversight and Strategy Committee, where he helped establish investment strategies and sector allocations for the firm. His earlier experience includes having worked as a portfolio manager for Federated Investors in Pittsburgh, PA, and as an investment analyst for Shenyin Wanguo Securities Ltd. in Hong Kong.
Adrian is a member of the CFA Society Boston and is a Chartered Financial Analyst (CFA). He received his MBA from the Darden Graduate School of Business Administration at the University of Virginia, and a BA in Philosophy from the University of California at Berkeley. He was also awarded a one-year degree in Japanese studies from the International Division of Waseda University in Tokyo, Japan. He serves as a member of the Finance Committee for the town of Sudbury, MA, where he resides.