Davis is a Valuation Analyst with Evergreen Advisors, LLC's Business Valuation division with experience in financial statement analysis, modeling, and forecasting. He has assisted in valuing a variety of ownership interests in privately-owned entities operating in a multitude of industries, including retail, real estate, and internet services.
Prior to joining Evergreen Advisors, LLC, Davis was an Investment Analyst for Baltimore-based investment research company St. Paul Research, where he analyzed publicly traded companies and issued buy/sell/hold recommendations.
Davis is a Level III candidate in the Chartered Financial Analyst (CFA) program.
Davis graduated from the University of Maryland College Park with a degree in Finance.
There are many factors and decisions that go into developing the value of a business. As a stress and rescue-certified scuba diver, Davis ‘s skills enable him to recognize issues before they arise and quickly assess situations to determine a path forward. He has logged over 100 dives in places like Australia, Philippines, Honduras, Mexico, Grand Cayman, and even Pennsylvania!