With more than 30 years of experience in the financial services industry, Bill brings expertise in multiple aspects of the investment business to role. Before joining Cabana, he was the chief marketing officer at Fund Architects, which was acquired by Cabana in early 2019. Previously Mr. Davis was with DST Systems and Communications Strategy Group, where he served as the firm’s primary content producer. He was also the SVP of investments at Old Mutual Capital, where he oversaw all retail investment management and manager activity. Earlier in his career, he held senior management positions with AEGON/Transamerica, including VP of investment manager oversight and chairman of the Investment Committee.
Mr. Davis earned a BA degree from Eckerd College in Florida with concentrations in marketing and management.