Steve Davenport, CFA
Passionate about using quantitative skills to improve the outcomes for clients and the community.
My mother, uncles and aunts were teachers and preachers who gave to the community with a goal of leaving things better than they found them. When I was educated in school and during the CFA accreditation process, I was fortunate to acquire quantitative skills and financial knowledge. My research, in options strategy, works to create better outcomes using dynamic call writing and strategic put purchases. Education is a key to bringing innovative ideas forward in the investment industry. My experiences at State Street, Wilmington Trust and SunTrust have highlighted how the holistic consideration of taxes, planning vehicles and investments can lead to better solutions.