![Adrian Davies](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
Mr. Adrian G.
Davies, CFA MBA, is a President at Woodstock Corp.
In addition to providing portfolio management and financial consulting services for individual clients, he is the firm’s Chief Investment Officer and Chief Operations Officer.
He also has analytical responsibilities for covering technology and business services stocks, and directs the firm’s information technology strategy.
He has been with Woodstock since 2003.
Mr. Davies was a Vice President of Mellon Growth Advisors, LLC, where he monitored and analyzed technology and telecommunications stocks for several institutional growth funds.
He served on the firm’s Oversight and Strategy Committee, where he helped establish investment strategies and sector allocations for the firm.
His earlier experience includes having worked as a portfolio manager for Federated Investors in Pittsburgh, PA, and as an investment analyst for Shenyin Wanguo Securities Ltd. in Hong Kong.
Mr. Davies received his MBA from the Darden Graduate School of Business Administration at the University of Virginia, and a BA in Philosophy from the University of California at Berkeley.
He is a Chartered Financial Analyst (CFA).
Adrian Davies active positions
| Companies | Position | Start |
|---|---|---|
Woodstock Corp.
 Woodstock Corp. Investment ManagersFinance Woodstock seeks to generate reasonable long-term investment returns while avoiding excess portfolio turnover, and by diversifying portfolios to blunt the extremes of both market and company volatility. The firm generally focuses its investment strategies on the use of high-quality growth equity investments and debt securities. They also manages three sector strategies: energy, healthcare, and technology. Woodstock’s Investment Policy Committee manages the firm’s core buy and sell lists. | President | 01/01/2022 |
Former positions of Adrian Davies
| Companies | Position | End |
|---|---|---|
| FEDERATED HERMES, INC. | Corporate Officer/Principal | - |
Training of Adrian Davies
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
90
1st degree connections
4
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Federated Hermes, Inc.
 Federated Hermes, Inc. Investment ManagersFinance Provides investment advice | Finance |
Woodstock Corp.
Woodstock Corp. Investment ManagersFinance Woodstock seeks to generate reasonable long-term investment returns while avoiding excess portfolio turnover, and by diversifying portfolios to blunt the extremes of both market and company volatility. The firm generally focuses its investment strategies on the use of high-quality growth equity investments and debt securities. They also manages three sector strategies: energy, healthcare, and technology. Woodstock’s Investment Policy Committee manages the firm’s core buy and sell lists. | Finance |
University of Virginia
 University of Virginia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of California, Berkeley
 University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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