MARSHALL & SULLIVAN - Key Persons
Greg is passionate about helping others and loves to see them achieve success in all of their endeavors. As a financial professional, his aim is to make clients' lives easier through organization, strategic planning and problem-solving. Greg strives to be a dependable partner, working diligently on our clients' behalf to fulfill their goals, life pursuits and dreams.
In 1984, Greg graduated from the University of Puget Sound with a degree in accounting and a minor in economics. He started his career in financial services with E.F. Hutton in 1986. Greg joined Marshall & Sullivan in 1994 as a member of the Investment Committee. While working at Marshall & Sullivan, he received his Chartered Financial Analyst® designation in 1999.
Greg truly loves his career and working with clients. When not working you can find Greg outdoors hiking, skiing, golfing or fly fishing. He also enjoys working on cars and house projects, as well as cooking. Greg appreciates traveling, wine tasting, and spending time with family. He is blessed with four daughters and a dog.
Job Titles:
- Vice President
- Member of Our Investment Committee
A part of the Marshall & Sullivan team since 2011, Davis is a member of our Investment Committee and actively involved in all facets of the company. He holds an undergraduate degree in economics from the University of Washington and brings over 35 years of investment and wealth management experience to the firm. Davis has an extensive background in crafting effective financial solutions for individuals, families, estates, and trusts.
Over their lifetime, clients confront a host of complex financial decisions, from investment selection and risk management to tax and estate planning. Davis feels it is a great privilege to help unravel these interwoven elements for our clients and be an active part of their continuing financial success.
Davis was born and raised in the Northwest and has traveled extensively around the globe in the pursuit of sunshine and unique cultural experiences. He's an outdoor enthusiast, sailor, wine collector, and avid scuba diver who's currently trying to figure out how to make more time for golf. Davis is married with one very rambunctious dog.