About
Matthew Davis is a Research Analyst at Drive Wealth Advisers, LLC, based in Salt Lake City, Utah. In this role, he conducts in-depth investment research, supporting the firm’s portfolio management and asset allocation strategies. He is responsible for analyzing economic trends, evaluating potential investment opportunities, and providing actionable insights to both advisers and clients.
His investment focus includes researching public equity markets and diversified asset classes to inform strategic allocation decisions for client portfolios. Davis leverages data-driven analysis to identify opportunities across sectors, with particular attention to equities, mutual funds, and alternative investments relevant to private wealth management clients.
Before joining Drive Wealth Advisers, LLC, Davis gained research experience at Clifford Capital. He holds a Bachelor of Arts in Advertising from Brigham Young University, equipping him with strong analytical and communication skills that enhance his investment research capabilities.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Drive Wealth Advisers, LLC | Research Analyst | Mar 2025 to Present | — |
Education
Brigham Young University
Bachelor of Arts - BA, Advertising
2018 — 2023
Others at Drive Wealth Management, LLC (6)
| Name | Role | Location |
|---|---|---|
| Associate | Lindon, UT , United States | |
| Chief Investment Officer | Salt Lake City, UT , United States | |
| Investment Analyst | Orem, UT , United States | |
| Principal | Lehi, UT , United States | |
| Investment Analyst | Lehi, UT , United States | |
| Senior Portfolio Manager | St. George, UT , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
C Chris Heyman | Chief Investment Officer | Rovin Capital /ut/ /adv | Provo, UT , United States |
| Sr. Portfolio Manager Private Debt fund | Rovin Capital /ut/ /adv | Salt Lake City, UT , United States | |
| Associate | North Capital, Inc. | Salt Lake City, UT , United States |