CoverProfile

Whit Davis

Portfolio Manager

Edge Capital Group

United States, Georgia, Atlanta

About Me

As a partner and member of EDGE Capital’s Strategy and Portfolio Management Team, Whit helps identify strategies that meet the specific needs of clients and works with the team to implement those ideas in each investment portfolio. He especially enjoys the challenge of finding the right balance of investments for a variety of situations. Whit communicates EDGE’s thinking on current and future economic trends to our clients, as well as the impact of those trends on their portfolios. Whit enjoys meeting people and building long-term relationships. In addition to leading our Portfolio Management Team, he has been instrumental in building efficient processes for our manager due diligence, and he
View more

Profile Information

Portfolio Manager

Edge Capital Group

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Atlanta

Georgia

United States

May 15, 2024

More profiles to browse

Profile Photo
Kendrick W. Mattox III
Partner
PG
Peek Garlington
Founding Partner & Senior Financial Advisor
BR
Bert Rayle
Partner
DS
Dennis Sabo
Portfolio Manager

You Might Like

BH
Bob Helmer
President Emeritus
Baldwin Wallace University
Profile Photo
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
DH
Dennis Hanson
Principal
Jamison Hanson
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue