About
Andrew Davis, CFA, serves as the Senior Fixed Income Portfolio Manager and a member of the investment committee at Smith Salley & Associates, LLC, in Greensboro, NC. Since joining the firm in 2006, he has been responsible for overseeing the firm's fixed income strategies and contributing to collaborative investment decisions across client portfolios.
His investment expertise is focused on fixed income securities, including personal and institutional fixed income portfolios, as well as value equity strategies. Prior to Smith Salley, Andrew managed both personal and institutional portfolios at SunTrust Banks, where he co-managed a taxable fixed income mutual fund and an actively managed value equity strategy.
Andrew received his undergraduate degree in economics from the University of North Carolina at Chapel Hill, with a minor in marketing from the School of Journalism and Mass Communications, and holds the Chartered Financial Analyst (CFA) designation. He is an active member of the CFA North Carolina Society and has over a decade of experience in fixed income, equity research, and portfolio management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Smith Salley & Associates, LLC | Chief Investment Officer | Unknown to Present | — |
Others at Smith, Salley & Associates (3)
| Name | Role | Location |
|---|---|---|
| Head Equity Trader | United States | |
| Portfolio Manager, Equity Analyst | United States | |
J J Blake Guyler | Senior Portfolio Manager | Greensboro, NC , United States |
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K Kenneth Peters | Portfolio Manager | Blueprint Investment Partners LLC | Greensboro, NC , United States |
| Chief Investment Officer | Salem Investment Counselors Inc. | Chapel Hill, NC , United States | |
| Portfolio Analyst | Salem Investment Counselors Inc. | Raleigh, NC , United States |