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William H
Series 63, Series 65
Seattle, WA
Davidson Investment Advisors, Inc.
William Holevoet is a financial advisor at Davidson Investment Advisors, Inc. in Seattle, WA, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Davidson Investment Advisors since 2013. Davidson Investment Advisors is an SEC-registered firm providing discretionary and non-discretionary portfolio management to individuals and institutions. The firm employs a centralized investment team approach combining fundamental, quantitative, and qualitative analysis and offers strategies across equity and fixed income sectors, along with tax-related services and model portfolios for other advisers.
Brian C
CFA®
Seattle, WA
Davidson Investment Advisors, Inc.
Brian Clancy is a CFA® charterholder with 21 years of industry experience. He has been with Davidson Investment Advisors, Inc. in Seattle, WA since 2004. Davidson Investment Advisors provides discretionary and non-discretionary portfolio management to individuals and institutions, offering equity and fixed income strategies through a centralized investment team. The firm emphasizes active, long-term management and tax-related services, serving a diverse client base that includes registered investment companies, retirement plans, trusts, and pooled investment vehicles.
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