Fort Washington Investment Advisors, Inc. named Neal G. Davis, CFA, CFP®, vice president and senior portfolio manager within its Private Client Group.
In his position, Davis will be responsible for creating customized and tailored investment and wealth management solutions for clients. He will report to Gerald J. Ulland, FSA, managing director of the Private Client Group.
“With more than 15 years of industry experience, we are so pleased to bring Neal on board to partner with and help our clients work toward achieving their goals,” said Maribeth Rahe, president and chief executive officer of Fort Washington. “He is a great addition to the Private Client Group and will complement our team model that is focused on goals-based planning and offering a terrific client experience.”
Prior to joining Fort Washington, Davis worked as a senior portfolio manager for Buckingham Advisors in Centerville, Ohio. He was also research analyst and assistant portfolio manager at Runnymede Capital Advisors in Columbus, Ohio, and equity trader at Assent, LLC in Hoboken, New Jersey.
Davis is a CFA charterholder and a CERTIFIED FINANCIAL PLANNER™ (CFP®). He earned a bachelor’s degree in family financial management from The Ohio State University. Davis is a member of the CFA Society of Dayton and also serves on the Investment Committee.
