Thaddeus Davis, CFA

Thad, the President & CEO, joined Aureus in 2005 and was co-portfolio manager of our Core Equity Strategy. He brings extensive experience in equity analysis, company valuation, and portfolio management. He came to Aureus from Bear Sterns Asset Management, where he was a vice president responsible for research and management of large-cap value equity portfolios. Previously, he served as vice president and portfolio analyst for Putnam Investments and associate research analyst at Banc of America Securities (Montgomery Securities).

Thad earned his BA from Harvard College and MBA from NYU’s Stern School of Business. In addition, he serves on the Finance Committee for the Shaw Fund for Mariners’ Children and on the Audit Committee for Shady Hill School. He is a CFA^® charterholder.

Chartered Financial Analyst® (CFA®) are licensed by the CFA® Institute to use the CFA® mark. CFA® certification requirements: Hold a bachelor’s degree from an accredited institution or have equivalent education or work experience, successful completion of all three exam levels of the CFA® Program, have 48 months of acceptable professional work experience in the investment decision-making process, fulfill society requirements, which vary by society. Unless you are upgrading from affiliate membership, all societies require two sponsor statements as part of each application; these are submitted online by your sponsors.