Foster Group
John (Jack) Davies, CFA, currently serves as a Portfolio Analyst at Foster Group, a position held since June 2021. Prior to this role, Jack managed teams at RSM US LLP from May 2014 to June 2021, and had a temporary stint as a Loan Servicing Specialist II at Wells Fargo Home Mortgage. Early career experience includes a Wealth Management Internship at Merrill Lynch in 2012. Jack holds a Bachelor of Arts in Economics from the University of Northern Iowa, which was completed between 2009 and 2013.