Troy Lerche

Role: Davis Capital Management Llc
Location: Jacksonville, FL, US
LinkedIn followers: 500 followers

OtherView LinkedIn profile

About Troy Lerche

As a private wealth advisor at Davis Capital Management LLC, I provide comprehensive and…

Experience

Davis Capital Management Llc
Present

Skills

Analysis
Bloomberg Terminal
Equities
Securities
Account Reconciliation
Investments
Asset Management
Financial Modeling
Portfolio Management
Asset Allocation
Mutual Funds
Bloomberg
Cash Management
Options
Bonds
Microsoft Excel
Equity Trading
Financial Markets
Trading
Financial Analysis
Asset Managment
Fixed Income
Trading Systems
Finance

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
t••••••@daviscapitalsite.com
Personal email
•••••@•••••.com
Direct dial
+13•••••••12

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Current company

Davis Capital Management Llc

Investment Management · 8 employees · Founded 2008 · Jacksonville, Florida, United States

Davis Capital Management is a fiduciary wealth management firm located in Jacksonville, Florida which is committed to customer service, governed by ethics, and driven by results. Davis Capital Management\'s primary objective is to help our client\'s meet their financial and retirement goals by providing discretionary account management and custom financial planning.

daviscapitalsite.com

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