Adam Davies

Adam Davies, CFA has a strong background in the financial industry. Adam started their career at BNY Mellon, where they gained experience in credit underwriting and global securities lending. In 2013, they joined USI Consulting Group as an Investment Consultant before being promoted to Associate Vice President, Investment Consultant in 2017. In 2019, Davies joined The Trust Company of Tennessee as a Relationship Manager before being promoted to their current role as Vice President, Retirement Plan Services in April 2020. Throughout their career, Davies has demonstrated their expertise in investment consulting, credit underwriting, and retirement plan services.

Adam Davies, CFA obtained a Bachelor of Science (BS) degree in Finance from Wake Forest University, which they completed from 2006 to 2010. Other than their undergraduate degree, there is no specific information provided regarding the timing or completion of their additional certifications, including Chartered Financial Analyst (CFA) Charterholder, Retirement Plans Associate (RPA), Series 6, Series 63, and Series 65.