Josh Davison

Mr. Joshua A.
Davison is a Director of Portfolio Management & Investment Strategy at Connectus Wealth LLC.
He is responsible for portfolio management & investment strategy collaboration across partner firms.
He works together with the Connectus team to develop and execute new strategies across research, trading, investment strategy and selection.
Prior to joining Connectus, he worked as the Director of Investments to build out a new RIA with HJ Sims.
He also worked at a well-established RIA that focused on Financial Planning.
Prior to joining the RIA world, he worked for Charles Schwab as a liaison to 75 Independent RIAs across the county.
He has also spent time as a Financial Advisor for Morgan Stanley and his finance career started at Wachovia Securities (now Wells Fargo).
He received his undergraduate degree from UCF College of Business Administration and a graduate degree from the University of Central Florida.