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Matthew Davis

Research Analyst at Drive Wealth Management, LLC

Salt Lake City, UT , United States

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

OrganizationRoleDate RangeDetails
Drive Wealth Advisers, LLCResearch AnalystMar 2025 to Present

Education

Brigham Young University

Bachelor of Arts - BA, Advertising

2018 2023

Others at Drive Wealth Management, LLC (6)

NameRoleLocation
Dylan Payne
Dylan Payne
AssociateLindon, UT , United States
James Hawker
James Hawker
Chief Investment OfficerSalt Lake City, UT , United States
Josh Coombs
Josh Coombs
Investment AnalystOrem, UT , United States
Lowell Crabb
Lowell Crabb
PrincipalLehi, UT , United States
Conor McDuffie
Conor McDuffie
Investment AnalystLehi, UT , United States
Richard Baird
Richard Baird
Senior Portfolio ManagerSt. George, UT , United States

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