JD Davison

Chief Investment Officer at

Austin Asset Management Co.

Finance

Consumer Services

Profile

Mr. Jonathan D.
Davison is a Chief Investment Officer & Principal at Austin Asset Management Co. Mr. Davison directs the Wealth Management team and applies science & research to attempt to deliver a positive investment experience for the firm's clients.
He also chairs the Investment Policy Committee.
Mr. Davison was previously employed as a Principal by RBC Wealth Management and UBS Wealth Management.
He received his BBA degree in Financial Planning/Services & Risk Management from Baylor University.

JD Davison active positions

Companies	Position	Start
Austin Asset Management Co. Austin Asset Management Co. Investment ManagersFinance Austin Asset develops investment strategies tailored to each client relationship. When structuring client portfolios, the firm’s portfolio managers and advisors focus on systematic drivers in different asset classes which generate higher expected returns to target the risk-adjusted return needed for success. Their equity allocation is diversified globally, minimizing concentrations in any one company, industry, or asset class. The fixed income allocation is composed of high quality, short-term debt instruments in order to minimize interest rate and default risks.	Chief Investment Officer	01/06/2006

All active positions of JD Davison

Former positions of JD Davison

Companies	Position	End
RBC Wealth Management RBC Wealth Management Investment ManagersFinance RBCWM creates a plan tailored to their client’s complex needs and goals. The firm uses their discovery process in identifying their clients’ investment, retirement, tax and estate planning needs.	Corporate Officer/Principal	-

See the detail of JD Davison's experience

Training of JD Davison

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of JD Davison's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	3
Baylor University Baylor University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
RBC Wealth Management RBC Wealth Management Investment ManagersFinance RBCWM creates a plan tailored to their client’s complex needs and goals. The firm uses their discovery process in identifying their clients’ investment, retirement, tax and estate planning needs.	Finance
Austin Asset Management Co. Austin Asset Management Co. Investment ManagersFinance Austin Asset develops investment strategies tailored to each client relationship. When structuring client portfolios, the firm’s portfolio managers and advisors focus on systematic drivers in different asset classes which generate higher expected returns to target the risk-adjusted return needed for success. Their equity allocation is diversified globally, minimizing concentrations in any one company, industry, or asset class. The fixed income allocation is composed of high quality, short-term debt instruments in order to minimize interest rate and default risks.	Finance

See company connections