Ethel J. Davis

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Finance

Consumer Services

Profile

Ms. Davis has been a principal since 2004.
She attended University of Kansas and graduated Cum Laude from National University in 1995 with a B.S.
in Business administration.
She has several years of investment experience with American Century, Fidelity Investments and Charles Schwab.
Ms. Davis was named 2007 American Business Women Associations Downtown Express Network Woman of the Year.
She is a board member of the Rose Brooks Center of Kansas City, Overland Park Rotary member, Youth Leadership Institute Committee Member and eWomenNetwork of Overland Park and Kansas City.

Former positions of Ethel J. Davis

Companies	Position	End
Paragon Capital Management LLC Paragon Capital Management LLC Investment ManagersFinance Paragon builds each of their client’s portfolios unique to their needs, risk tolerance, and objectives, blending various strategies and financial vehicles to best suit them as investors. The firm utilizes a combination of stocks, bonds, and structured products to create tax-efficient, risk-mitigating, downside-protecting, and highly effective portfolios.	Portfolio Manager-Equities	31/12/2011
Charles Schwab & Co., Inc. Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services	Corporate Officer/Principal	-
FMR LLC FMR LLC Investment ManagersFinance Provides investment advice	Corporate Officer/Principal	-
American Century Corp. American Century Corp. Savings BanksFinance Operates savings institutions	Corporate Officer/Principal	-

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Training of Ethel J. Davis

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Linked companies

Private companies	5
Charles Schwab & Co., Inc. Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services	Finance
Paragon Capital Management LLC Paragon Capital Management LLC Investment ManagersFinance Paragon builds each of their client’s portfolios unique to their needs, risk tolerance, and objectives, blending various strategies and financial vehicles to best suit them as investors. The firm utilizes a combination of stocks, bonds, and structured products to create tax-efficient, risk-mitigating, downside-protecting, and highly effective portfolios.	Finance
National University National University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
American Century Corp. American Century Corp. Savings BanksFinance Operates savings institutions	Finance
FMR LLC FMR LLC Investment ManagersFinance Provides investment advice	Finance