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Mark Davidson, CFA

Mark E. Davidson, CFA

 

INVESTMENT PORTFOLIO MANAGEMENT

Chartered Financial Analyst and Portfolio Manager with over 14+ years of experience working with taxable and tax-exempt clients including high net worth individuals, endowment funds, and 401(k) accounts.

PROFESSIONAL EXPERIENCE

  • Cornerstone Investment Management and Consulting
    Director of Investments, Principal 
    Daphne, AL
    2003- Present 

A boutique investment management firm seeking to serve all investors through performance-driven, fee-only investment management and project-based hourly investment consulting.

-Invest and manage client portfolios with full discretion.
-Lead security selection process and participate in the economic modeling for the firm.
-Calculate and monitor client account performance.
-Assist clients of all wealth levels linking their investment goals with appropriate products.

  • Fiduciary Services Corporation
    Investment Officer
    Savannah, GA 
    July 1997 – Jan 2003

A regional investment management firm serving over 300 client families with $400 million under management.

-Conducted quarterly portfolio review for all accounts and provided reallocation recommendations.
-Established, codified, and executed general procedures to assist in the investment management process.

  • Total System Services
    Business Systems Analyst 
    Columbus, GA
    March 1995 – May 1997

A credit card processing firm developing and deploying second generation software for processing.

-Designed and developed program code for a specific area of the credit card processing system.
-Gathered client requirements for projects and coordinated their implementation.

 

EDUCATION

Purdue University
West Lafayette, IN
Master of Science in Management
May 1994

Concentration:  Finance

Research Assistant, Krannert Executive Education Program

Samford University
Birmingham, AL
Bachelor of Science in Mathematics
May 1992

Minor:  General Business            

Honors:  Presidential Scholarship, Graduated Magna Cum Laude

 

CONTINUING EDUCATION

Chartered Financial Analyst Annual Conference, 2006

AIMR Financial Analysts Seminar, 2001

PROFESSIONAL ORGANIZATIONS

Chartered Financial Analyst Institute

Atlanta Society of Financial Analysis

 

COMMUNITY INVOLVEMENT AND ACTIVITIES

  • Samford University National Alumni Association
    -Alumnus of the Year, 2011
    -President, 2006-2008
    -Board of Overseers, ex-officio member, 2006-2008
    -Vice President, 2004-2006
    -1992 Class Agent, 1998-2004
  • University of South Alabama, Mitchell College of Business
    Adjunct Professor, 2006-2007
  • Mobile Downtown Rotary Club
    Member
  • Dauphin Way United Methodist Church
    Finance Committee, 2006-2010
    Finance Committe Chair 2009-2010
    Church Council President, 2012-2013

 
 
 
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Independent fee-based investment management advisor, retirement planning.

 

Cornerstone Investment Management and Consulting, LLC, 809-C Daphne Avenue, Suite 102, Daphne, Alabama 36526. Fee-based investment management, hourly financial advice and planning. Cornerstone is a Registered Investment Advisor (RIA) registered with the United States Securities Exchange Commission and is headquartered in the Eastern Shore of Mobile Bay in Daphne, Alabama.

For more information about our firm, or to receive a copy of our disclosure form ADV, please email us at info(at)csimac.com, or call 251.626.6292. Thank you for visiting our site.