Neal G. Davis, CFA

    Senior Portfolio Manager & Research Analyst

    Neal is a Senior Portfolio Manager & Research Analyst with Buckingham. His responsibilities include the firm’s Momentum Stock Model Portfolio as well as managing customized portfolios for approximately 150 households. He participates in the weekly equity research coverage by providing reports and rating recommendations for stocks found within multiple sectors and industries. Neal also conducts the regular reviews on our client’s non-equity security holdings. Neal’s interest in research and following individual companies led him to a career in investment management. He takes great pride in helping clients achieve their investment goals through our disciplined portfolio management process. Neal has a B.S. degree in Financial Management from The Ohio State University and holds the Chartered Financial Analyst designation. He is also a member of the CFA Society of Dayton. Neal has over 12 years of experience in the investment industry and has been with the Buckingham team since April of 2013. In his free time, Neal enjoys traveling around the world, reading and biking. He currently resides in Springboro with his fiancée, Karen, and their two small dogs, Pippa and Lucy.