Michael Davis is a financial advisor at Cottage Street Advisors with 21 years of industry experience. He holds a Series 65 designation and has been with Cottage Street Advisors since 2015. The firm provides discretionary investment management, comprehensive financial planning, and consulting services to individuals, trusts, estates, charitable trusts, and business entities. Cottage Street Advisors employs a fundamental, value-oriented investment approach combined with top-down macro assessments, managing portfolios through individual securities, ETFs, fixed income, tax-aware strategies, and alternative investments when appropriate.

Jason Haviland is a CFA® charterholder with 10 years of industry experience. He has been with Cottage Street Advisors since 2017, following a year at J. Bradford Investment Management. The firm serves individuals, trusts, estates, charitable trusts, and business entities, providing discretionary investment management, financial planning, and consulting. Cottage Street Advisors employs a fundamental, value-oriented investment approach combined with top-down macro assessments to manage portfolios using a variety of asset classes and strategies.