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Thad Davis

Portfolio Manager, President & Chief Executive Officer

Aureus Asset Management

United States, Massachusetts, Boston

About Me

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

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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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