Chris Davis
Senior Regional Consultant, Senior Vice President @Federated Hermes
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WORK HISTORY
Senior Regional Consultant, Senior Vice President @Federated Hermes
Minneapolis, MN, US
I seek out and partner with great Financial Advisors in the upper-Midwest who want to help their clients live the best life they can with the money they have. As your partner, you will find me to be honest, loyal and creative. We will work only in your and your clients\' best interest. Beyond that, ask me how I can help you with:Portfolio Construction-Make sense of and navigate rapidly changing markets-Identify and address hidden portfolio risks in your models-Refine manager selection process-Integrate ESG for both positive financial and societal outcomes-Deliver boutique investments to attract wealthy investors-Solve cash and liquidity problems-Maximize benefits of Active and Passive Investing-Increase after-tax returns through creative tax strategies-Generate current income from diverse sourcesPractice Enhancement-Prepare your business for the rapidly changing fiduciary landscape-Establish a premium brand perception-Navigate the complicated options for transitioning clients, hire a junior partner, or retire-Develop more rewarding relationships with your best clients-Get better ROI from Social Media-Create Events and Seminars your clients never forget-Increase retention of assets, especially with Millennial beneficiaries-Increase close ratios for referralsFederated Hermes:Our mission is to deliver outstanding risk-adjusted returns to our clients and their beneficiaries by setting the standard for responsible, active investment management, including rigorous investment analysis, active ownership and consideration of the long-term needs of all stakeholders.
EDUCATION
Illinois Wesleyan University
BA, Summa Cum Laude, Economics, Psychology
SKILLS
ABOUT CHRIS DAVIS
I enjoy helping Financial Advisors be great stewards throughout their clients\' lives. My focus is supporting wise investment decisions and practice management success through ongoing partnership. I believe well-informed financial advice has the power to change your life. Based near Minneapolis, I work with Financial Advisors and Wealth Management Teams in Minnesota and West Wisconsin to optimize investment portfolio design in alignment with their values and build thriving client-centered practices. My best partners find that my diverse background, curiosity and candor set me apart. A few of my strengths include: • Investment advising and manager selection (CIMA®)• Portfolio Construction Strategy Guidance (CFP® CE Provider)• Behavioral Finance education and awareness• Public Speaking and Education Seminars• Responsible Investing and ESG IntegrationFederated Hermes, Inc.(NYSE: FHI) is a leading global asset manager focused on meeting the diverse and evolving needs of today’s investors. Guided by our conviction that responsible investing is the best way to create wealth over the long term, we offer investors around the world specialized investment capabilities across a wide range of asset classes.Founded on the principle of doing business the right way, Federated Hermes has helped clients plan for the future with investments, support and insights built to stand the test of time. Our commitment to research excellence, dedicated service and responsible investing has remained steadfast through a variety of market conditions, supporting Federated Hermes’ growth into a leading global investment manager.**Federated Hermes reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Federated Hermes is not responsible for content posted by third-parties.**
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