Judy Davies

Finance

Consumer Services

Profile

Ms. Judy Davies is Portfolio Administrator at Litman.
Prior to that, she worked as a Portfolio Administrator for Great Lakes Advisors in Chicago, IL.
Ms. Davies was graduated of The University of Colorado, Boulder.

Former positions of Judy Davies

Companies	Position	End
Great Lakes Advisors, Inc. Great Lakes Advisors, Inc. Investment ManagersFinance Founded in 1990, Great Lakes Advisors, Inc. is a registered investment advisor located in Chicago. The firm manages equity, fixed-income, and balanced fund separate accounts for clients including corporations, public funds, endowments, foundations, Taft Hartley plans, religious organizations and individuals.	Corporate Officer/Principal	-
Litman Gregory Wealth Management LLC Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans.	Corporate Officer/Principal	-

See the detail of Judy Davies's experience

Training of Judy Davies

The University of Colorado

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies