Sign in
DW

David Watson

First Vice President at Anchor Capital Advisors LLC

Boston, MA , United States

About

David J. Watson is currently an Analyst at Anchor Capital Advisors LLC, based in Boston, Massachusetts. He has held this position since 2001, focusing on comprehensive financial analysis and supporting the firm's disciplined, value-driven investment process for institutional and private clients.

David brings expertise in equity research and portfolio construction, with a strong background in analyzing public companies across various sectors, particularly emphasizing fundamental analysis and risk management within domestic equities. His prior roles include positions at AMA Consulting, CIMCO Medical, Allied Industries, and Singer Company – Aerospace Division, where he gained diverse industry perspective and operational experience before transitioning fully into investment management.

He holds a B.S. in Industrial Engineering from Lehigh University and an M.B.A. in Finance from the University of California, Irvine. David is recognized for his methodical approach to equity analysis and for contributing to Anchor Capital’s robust research platform but is not publicly noted for sector-specific leadership or industry accolades in published records.

Career History

OrganizationRoleDate RangeDetails
Anchor Capital Advisors IncFirst Vice PresidentJan 2001 to Present
Financial Analyst & Portfolio Management
beacon hill paartners llpownerJan 2004 to Jan 2010

Education

University of California, Irvine - The Paul Merage School of Business

Lehigh University

Bachelor of Science (BS), Engineering

Skills & Expertise

Portfolio Management
Small Business Lending
Social Media Marketing
Advertising
Investments
Credit Risk
Credit
Brokerage
Financial Services
Asset Management
Equities
Risk Management
Financial Modeling
Alternative Investments
Business Development
Financial Analysis
Strategy
Fixed Income
Valuation

Others at Anchor Capital Advisors LLC (18)

NameRoleLocation
A
Andrew Martin
Portfolio Manager, First Vice PresidentBoston, MA , United States
D
Dan Doucette
Vice PresidentBoston, MA , United States
E
Erica Adler
Investment AssociateMedford, MA , United States
Jennifer Desisto
Jennifer Desisto
Portfolio Manager/Multi-Asset Class SolutionsBoston, MA , United States
M
Michael Pierre
PMBoston, MA , United States
W
William Hickey
Senior Vice President, PM and AnalystBoston, MA , United States
Alison Goodrich
Alison Goodrich
Vice President - Private Client AdvisorBoston, MA , United States
Church Waesche
Church Waesche
Equity AnalystBoston, MA , United States
Cimc Michael Serchen
Cimc Michael Serchen
Senior Vice President, Director Managed AccountsNew Berlin, WI , United States
Dave Watson
Dave Watson
Senior Vice President, Portfolio Manager and Analyst, PartnerBoston, MA , United States
Showing 1-10 of 18 team members

Similar Fund Managers

NameRoleFundLocation
Andrew Dupee
Andrew Dupee
Portfolio ManagerHowland Capital Management LLCBoston, MA , United States
Cameron Rahbar
Cameron Rahbar
Portfolio Manager, Wealth StrategistHowland Capital Management LLCBoston, MA , United States