Jack Davies, CFA® is a Portfolio Analyst with Foster Group. Jack manages client portfolios by executing trades, performing periodic rebalancing, investing new contributions, and making cash available for distributions.
Prior to joining Foster Group, Jack worked for seven years as part of a business valuation team. In that role, he performed valuations for tax, financial reporting, and management planning purposes. Jack had the opportunity to work with a broad range of clients locally and nationally.
Outside of work, I spend as much time as possible with my wife and two young children. We enjoy getting outside as much as we can and serving in our local church. I also enjoy hiking, hunting, and fishing.
B.A. Economics, University of Northern Iowa (Cedar Falls, Iowa)