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Profile
Ms. Brenda M.
Davis is a President at Montana Investment Advisors, Inc. She is the current Treasurer and Board Member of Museum of the Rockies.
She began her financial career in 1980 as one of the first women investment brokers in Denver, Colorado.
From 1980 to 1991, she managed investment portfolios at Paine Webber until she co-founded Montana Investment Advisors in 1992.
She is an honors graduate of the University of Montana in 1978 with a degree in Business Administration Finance.
In 1985, she received her Certified Financial Planner designation.
Brenda Davis active positions
| Companies | Position | Start |
|---|---|---|
Montana Investment Advisors, Inc.
 Montana Investment Advisors, Inc. Investment ManagersFinance MINT invests in large, fundamentally sound growth companies that they believe to be undervalued and can be held for the long term. These equity securities are combined with US Treasury and corporate securities which emphasize income, safety and liquidity to create a diversified balanced investment portfolio. They will sell a security if there is a fundamental change in the company, dramatic price appreciation, or an industry sector that has become overweight in their portfolios and needs to be scaled down. MINT employs a top-down investment approach. | Founder | 01/01/1992 |
Former positions of Brenda Davis
| Companies | Position | End |
|---|---|---|
Painewebber & Co., Inc.
 Painewebber & Co., Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Corporate Officer/Principal | 31/12/1991 |
Education of Brenda Davis
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
58
1st degree connections
3
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Montana Investment Advisors, Inc.
Montana Investment Advisors, Inc. Investment ManagersFinance MINT invests in large, fundamentally sound growth companies that they believe to be undervalued and can be held for the long term. These equity securities are combined with US Treasury and corporate securities which emphasize income, safety and liquidity to create a diversified balanced investment portfolio. They will sell a security if there is a fundamental change in the company, dramatic price appreciation, or an industry sector that has become overweight in their portfolios and needs to be scaled down. MINT employs a top-down investment approach. | Finance |
The University of Montana
 The University of Montana Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Painewebber & Co., Inc.
Painewebber & Co., Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Finance |
- Stock Market
- Insiders
- Brenda Davis
