Carlton Davis

Carlton Davis, CFA has a diverse work experience spanning over several companies. Carlton is currently working at Chevy Chase Trust as the Director of Fixed Income Portfolio Manager since April 2022. Prior to that, they held a role as Vice President of Fixed Income Portfolio Manager and IG Trader at the same company from September 2018 to April 2022.

Before joining Chevy Chase Trust, Carlton worked at Liberty Mutual Insurance as an IG Trader Associate from March 2018 to September 2018, and as a Senior Analyst from April 2016 to March 2018.

Carlton also has experience at Chevy Chase Trust from May 2013 to March 2016, where they held the position of Assistant Vice President of Investments and prior to that, worked as a Securities Trading Assistant from March 2011 to May 2013.

Earlier in their career, Carlton worked at T. Rowe Price as an Operations Service Representative from October 2010 to March 2011 and completed an internship at Merrill Lynch in 2009 as a Private Wealth Management Intern.

Carlton Davis, CFA, holds a Master of Business Administration (MBA) degree from The Wharton School, which they completed between 2022 and 2024. Prior to their MBA, they obtained a Bachelor of Science (B.S.) degree in Finance from Miami University, graduating in 2010. Carlton's secondary education took place at Langley High School from 2002 to 2006. In addition to their degrees, they have also attained the Chartered Financial Analyst (CFA) certification from the CFA Institute and the Series 65 certification from FINRA.