Davis Lundberg

Davis Lundberg is a seasoned finance professional currently serving as a Portfolio Consultant at Mercer Advisors since June 2024. Prior experience includes an Operations Associate role at Spire Investment Partners, LLC from November 2021 to June 2024, and serving as an Audit Associate at Doeren Mayhew in 2020-2021, where meticulous audits for financial institution clients were executed. Earlier, Davis was a Global and State Tax Intern at Bentley Systems in 2019, focusing on state tax returns and international entity reporting. Starting a career path as a Sales Associate at Golf Galaxy from 2016 to 2019 involved engaging with customers and enhancing sales transactions. Educational qualifications include a Bachelor’s degree in Accounting and Supply Chain Management from Temple University, earned in 2020.