Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:From MF RIA Channel Chief to Family Office Services Not Rated 0.0 Email Routing List Email & Route  Print Print
Thursday, December 5, 2019

From MF RIA Channel Chief to Family Office Services

Reported by InvestmentWires Staff, 

After more than seven years at Salient, where he was divisional director, head of RIA/bank trust channel in the Houston, Texas area, Kevin Davis has joined Fidelity's family office services arm as vice president, business development. According to his LinkedIn, he began there in August and remains in the Houston area.

Kevin Bryant Davis
Fidelity Investments
Vice President, Business Development - Fidelity Family Office Services
Davis did not immediately return a request for comment, nor did Dave Linton, executive vice president, and head of distribution at Salient.

A spokesperson from Fidelity noted confirmed that Davis will be "working with UHNW families in the southwest region."

"We are pleased to have Kevin on board in our Westlake, Texas office," the spokesperson tells MFWire.

Prior to working at Salient, Davis also held positions at Orinda Asset Management, Sun Life Financial, ING, The Hartford, First Trust, and Van Kampen Funds. He holds a degree from Trinity University.  

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2024: Q3Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


  1. MMI Executive IQ - cohort 4, Jun 3-6
  2. 2024 MMI Board of Governors Retreat, Jun 3-5
  3. ICI webinar - Improving Fund Proxy Campaigns — Viewpoints from the Proxy Service Firm, June 4
  4. MFDF Conference of Fund Leaders Forum, June 5
  5. MFDF in-person outreach: Continuing Regulatory Impacts on Fund Boards, June 11
  6. WE Boston - Women In Wine, June 11
  7. IMEA Digital Marketing Roundable, June 12
  8. 2024 MMI Leadership Pathway Seminar, Jun 12-14
  9. 2024 Nicsa Fearless Leadership Symposium, June 12
  10. MFDF webinar - Digital Assets in the Fund Space (Part 1 of 2), June 12
  11. Expect Miracles East Coast Classic 2024, June 13
  12. WE South - Female Finance Connect, June 13
  13. IMEA webinar - Snapshot on the Talent Landscape, June 18
  14. 2024 MMI National Accounts Roundable, June 18
  15. MFDF webinar - Lessons Learned from the Regional Bank Volatility and the Impact on Registered Funds, June 18
  16. MFDF Director Discussion Series - Open Forum (Philadelphia), June 20
  17. New York YPEM Cornhole Classic, June 25
  18. Morningstar Investment Conference Conference 2024, Jun 26-27
  19. 2024 MMI Institutional Roundtable, June 26
  20. WE PNW Seattle - Pickleball and Networking, June 27
  21. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 16
  22. MFDF Director Discussion Series - Open Forum via Zoom, July 17
  23. MFDF Director Discussion Series - Open Forum (New York), July 23
  24. IMEA Portfolio Construction Roundtable, September 19
  25. MFDF Continuing Regulatory Impacts on Fund Boards program, October 15
  26. 2024 MMI Annual Conference, Oct 15-17




©All rights reserved to InvestmentWires, Inc. 1997-2024
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use