CORNERSTONE - Key Persons

Mark Davidson

Job Titles:
  • Chartered Financial Analyst
  • Portfolio Manager
  • Director of Investments
Background Mark Davidson is a Chartered Financial Analyst (CFA) and portfolio manager with over 25 years of experience working with taxable and tax-exempt clients, including high net worth individuals, endowment funds, and 401(k) accounts. Inspired by his father, who was an actuary, Mark Davidson studied math and business prior to entering finance. He finds investment management to be among the most mathematical of business endeveaors, and a balanced blend of art and science. He's been married for over 20 years and has three teenagers. In his free time, he loves traveling with his family, trying new foods from cultures abroad, and he finds joy in mentoring student athletes. He's an active volunteer in his community, including leadership, board, and council roles with Dauphin Way United Methodist Church and the Alabama / West Florida Conference, Soccer4Life and Samford University

Scott Koser

Job Titles:
  • Chartered Financial Analyst
  • Director of Research
Background Scott Koser is a Chartered Financial Analyst (CFA) with 30 years of direct investment experience in domestic and international equity and fixed income markets. He has deep experience in securities analysis, fundamental valuation, and investment management, including pension fund assets, an international mutual fund, foundations, endowments and high net worth individuals. Coming from a long line of entrepreneurs, Scott Koser began collecting ideas at an early age for how he'd start his own business one day. His father, a PhD in Economics, first inspired him to seek the intellectual challenges of finance. He's been married for over 30 years and has three college-aged children. In his free time, he prefers being outdoors, off-shore fishing, and woodworking. He's an active volunteer in his community and has held leadership roles for many years, including on the Fairhope UMC Endowment Fund Board of Trustees, Daphne Spanish Fort Rotary, and the Daphne Industrial Development Board.