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John Davis
Senior Investment Research Analyst at Dynamic Advisor Solutions LLC
About
John Davis serves as the Senior Investment Research Analyst on the Asset Management team at Dynamic Advisor Solutions LLC in Gainesville, FL. In this role, he is responsible for supporting portfolio management decisions, performing rigorous investment research, and contributing to the development of client-tailored investment strategies within the firm’s asset management division.
His expertise spans across equity and fixed income securities, focusing on client portfolio construction and tailored investment solutions for registered investment advisor clientele. Prior to his current position, John held roles as Associate Portfolio Trader at Dynamic Advisor Solutions and as Portfolio Analyst/Trader at Collaborative Wealth, building hands-on experience in trade execution, portfolio analysis, and client service.
John earned his Bachelor of Arts in History, Religion, and Philosophy from The University of Tennessee at Chattanooga, where he was also a Division I athlete in wrestling. He holds Series 7 and 66 licenses and has experience in the financial services industry since at least 2020, including prior insurance licensing.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Dynamic Advisor Solutions | Senior Investment Research Analyst | Mar 2025 to Present | — |
| Dynamic Advisor Solutions | Associate, Portfolio Trader | Apr 2022 to Mar 2025 | Working with advisors in portfolio management to achieve the investing needs of their clients. |
| Collaborative Wealth | Portfolio Analyst and Trader | Sep 2020 to Feb 2022 | I developed equity and fixed income investment strategies using low-cost ETFs that I was able to implement for several advisors I worked with. Over the course of a year, I was able to transition and i... |
| Collaborative Wealth | Licensed Administrator | Jun 2017 to Sep 2020 | Facilitating trades, identifying risk tolerance and time horizons, and building financial plans for clients. During this time, I received extensive experience in managing brokerage assets with a focus... |
| Falcon Financial Management | Licensed Administrator | Apr 2015 to Jun 2017 | Engaging with the clients, investments, and practices that are the foundation of our company. |
| Gainesville High School | Head Wrestling Coach | Aug 2013 to Apr 2015 | Scheduling events, training athletes, fundraising, coordinating travel, and creating a conducive environment for athletic success. GHS had two state place-winners in its first year under the direction... |
| School Board of Alachua County | Social Science Teacher | Aug 2013 to Jun 2014 | I taught World History for 9th and 10th graders, U.S. Government for 12th graders, and managed two Credit Retrieval Option Program classes for at risk students. Managed the needs of the students and p... |
| Salty Dog Saloon | Bartender | Nov 2012 to Aug 2013 | Maintaining a positive, clean work environment. Provided customers with the services per their requests in a fast-paced, high-demand setting. Referred potential customers to the services that would be... |
| Gainesville Grappling | Personal Instructor | Jul 2011 to Aug 2013 | Individual training in grappling and conditioning |
| All About Behaviour | Behavioral Assistant | Aug 2011 to May 2012 | Helping individuals with disabilities to develop the skills to live independently, caring for individuals who needed assistance getting through daily tasks, and communicating with other professionals. |
| Gainesville High School Wrestling | Assistant Wrestling Coach | Aug 2010 to Feb 2011 | Assist in the development of high school wrestlers |
| Hamilton County Department of Education | Substitute Teacher-Chattanooga Central High and Brown Middle Schools | Nov 2009 to May 2010 | Maintaining continuity with the objectives of the instructor, and fostering focus and discipline with the students. |
| Central High School | Assistant Wrestling Coach | Nov 2009 to Feb 2010 | Supported strength training, aerobic conditioning, and technical development of the athletes. |
| Southern Insurance Associates, LLC | Office Assistant | Feb 2008 to Jul 2009 | Maintain accounts, client relations, and social media development. Calling clients and supporting their liability needs. Making the correspondence needed to maintain licensing, and liability needs. |
| Baylor School | Assistant High School Wrestling Coach | Dec 2007 to Mar 2008 | Baylor won the State Champion as a team that year. I coached the heaviest three weight classes in technical development. |
Education
The University of Tennessee at Chattanooga
Bachelor Degree of Arts, History, Religion, Philosophy
2002 — 2009
George Mason University
N/A
2001 — 2002
Skills & Expertise
Others at Dynamic Advisor Solutions LLC (2)
| Name | Role | Location |
|---|---|---|
A Adam Carlini | President, Chief Investment Officer | Peoria, AZ , United States |
 | Chief Investment Officer | Omaha, NE , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
B Brian Riordan | Partner - Senior Research Analyst | L. Roy Papp & Associates, LLP | Phoenix, AZ , United States |
 | Partner and Senior Portfolio Manager | L. Roy Papp & Associates, LLP | Phoenix, AZ , United States |
