Thad, who joined Aureus in 2005 and is co-portfolio manager of our Core Equity Strategy, has extensive experience in equity analysis, company valuation, and portfolio management. He came to Aureus from Bear Sterns Asset Management, where he was a vice president responsible for research and management of large-cap value equity portfolios. Previously, he served as vice president and portfolio analyst for Putnam Investments and associate research analyst at Banc of America Securities (Montgomery Securities). Thad earned his BA from Harvard College and MBA from NYU’s Stern School of Business. In addition, he serves on the Finance Committee for the Shaw Fund for Mariners’ Children and on the A


Thad Davis
Portfolio Manager, President & Chief Executive Officer
Aureus Asset Management
United States, Massachusetts, Boston
About Me
Profile Information
Portfolio Manager, President & Chief Executive Officer
Aureus Asset Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Boston
Massachusetts
United States
Oct 9, 2024
Work Experience
Aureus Asset Management
Portfolio Manager May 2005 - Present
Email: tdavis@aureus-asset.com
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