![Bob Davis](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profile
Robert Clifford Davis worked as an Assistant Vice President at Akin Bay Co. LLC and as a Vice President at Granite Associates LP.
He was a Partner & Chief Investment Officer at Round Table Services LLC from 2006 to 2022.
Davis earned an undergraduate degree and an MBA from Southern Methodist University.
Former positions of Bob Davis
Companies | Position | End |
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Round Table Services LLC
![]() Round Table Services LLC Investment ManagersFinance Round Table Services LLC, do-business-as Round Table Wealth Management (RTWM), is a SEC-registered investment advisory and wealth management firm headquartered in Westfield, New Jersey. The firm was founded in 1999 by Steven Giacona. In 2022, they were acquired by Cerity Partners LLC, a subsidiary of Palladium Partners LLC. RTWM provides investment and financial advisory services to high net-worth individuals and families, trusts, estates, charitable organizations which includes family foundations, pensions and profit-sharing plans and corporations. | Chief Investment Officer | 30/11/2022 |
Granite Associates LP
![]() Granite Associates LP Investment ManagersFinance Granite Associates LP provides investment advisory services. The private company is based in Ferndale, NY. | Corporate Officer/Principal | - |
Akin Bay Co. LLC
![]() Akin Bay Co. LLC Investment Banks/BrokersFinance Akin Bay Co. LLC Provides investment banking and financial advisory services. The firm's investment banking services include raising capital, mergers and acquisitions, leveraged buyouts, restructuring, divestitures, corporate valuations, strategic alternative analysis, strategic alliances, special committee representation, family business advisory and venture capital advisory. It provides services to industries like consumer, technology, industrial, healthcare and life sciences, business/financial services, and energy and natural resources. The company was founded by James B. Rybakoff, William A. Kaynor and John P. Carroll in 1990 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Training of Bob Davis
Southern Methodist University | Masters Business Admin |
Experiences
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1st degree connections
1st degree companies
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Female
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Linked companies
Private companies | 3 |
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Round Table Services LLC
![]() Round Table Services LLC Investment ManagersFinance Round Table Services LLC, do-business-as Round Table Wealth Management (RTWM), is a SEC-registered investment advisory and wealth management firm headquartered in Westfield, New Jersey. The firm was founded in 1999 by Steven Giacona. In 2022, they were acquired by Cerity Partners LLC, a subsidiary of Palladium Partners LLC. RTWM provides investment and financial advisory services to high net-worth individuals and families, trusts, estates, charitable organizations which includes family foundations, pensions and profit-sharing plans and corporations. | Finance |
Akin Bay Co. LLC
![]() Akin Bay Co. LLC Investment Banks/BrokersFinance Akin Bay Co. LLC Provides investment banking and financial advisory services. The firm's investment banking services include raising capital, mergers and acquisitions, leveraged buyouts, restructuring, divestitures, corporate valuations, strategic alternative analysis, strategic alliances, special committee representation, family business advisory and venture capital advisory. It provides services to industries like consumer, technology, industrial, healthcare and life sciences, business/financial services, and energy and natural resources. The company was founded by James B. Rybakoff, William A. Kaynor and John P. Carroll in 1990 and is headquartered in New York, NY. | Finance |
Granite Associates LP
![]() Granite Associates LP Investment ManagersFinance Granite Associates LP provides investment advisory services. The private company is based in Ferndale, NY. | Finance |
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