Jeff Davis

VP, Advisory Sales at Personal Capital

Jeff was responsible for sales, service, and the training of investment professionals at Fisher Investments, helping it grow to more than 25,000 high net worth clients.

Org chart

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Manager

Jay Shah

Chief Executive Officer

Peers

James Burton

Chief Growth Officer

Kyle Ryan

EVP, Advisory Services

Michelle Brownstein

VP, Private Client Services

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Teams

+14

Leadership Team

17 members

Timeline

VP, Advisory Sales
Current role