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Sloan Wealth Management adds Christopher C Davis

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Sloan Wealth Management, LLC, an independent investment advisor registered with the Securities and Exchange Commission, has recruited Christopher C Davis.

In his new position, Davis will manage the investment portfolios of a select group of private clients, leveraging both the wealth management expertise of the firm and his significant experience managing assets.

"We are very fortunate to have attracted Chris and his talent to our firm. The depth of experience he brings is a huge asset to both our clients and our entire team. We are thrilled to have him as a major resource focused on our clients and their interests," says Frank O Sloan, Founder and President.

Davis brings over 16 years of experience in business building and client advisory in the public and private markets. This background enables Mr. Davis to provide a very personal and comprehensive approach of investment advice and management to his high net worth clients including family offices and business owners.

Davis works closely with his clients and their professional advisors on a wide range of investment matters, including tax and estate planning, concentrated stock positions and the sale of privately held businesses.

Prior to joining the firm, Davis was a Vice President with Bernstein Global Wealth Management. He earned a BBA in marketing and an MBA in finance/entrepreneurship, both from the University of Texas, Austin. He is active and on the board of Association for Corporate Growth (ACG), the Children’s Trust of the Children’s Medical Center and the Dads’ Partnership board of the Episcopal School of Dallas.

"Independent, non-biased investment advice is what every one of our clients deserves. I made the transition to Sloan Wealth Management after exploring all the relevant business models,” says Davis. “Following this process, I am now even more convinced that our model here and our true independence as a Registered Investment Advisor (RIA) is the optimum strategy for our clients. The platform from which we operate gives the individual investor the best chance of success for preserving their irreplaceable wealth while growing it at a rate that will allow them to live their lifestyle.”
 

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