Davidson Kahn Capital Management, LLC

Jake Davidson is a financial advisor at Davidson Kahn Capital Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Davidson Kahn Capital Management since 2017, as well as at J. R. Davidson and Co since 2006. Outside of advising, he is President of J. R. Davidson and Co, which provides management and administrative services to his investment advisory firm, and is involved in medical facility management through SC Partners Holdings, LLC. Davidson Kahn Capital Management, LLC offers discretionary portfolio management to individuals, including high-net-worth clients, as well as corporate and foundation clients. The firm combines fundamental and quantitative analysis with a long-term approach, managing client assets in-house and implementing customized Investment Policy Statements for each client.

Drew Cohen is a financial advisor at Davidson Kahn Capital Management, LLC with 5 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Capital Group and Goldman Sachs & Co. LLC. Outside of his advisory role, he is a part owner of Speedwell Research LLC, a firm that produces in-depth research reports and financial models. Davidson Kahn Capital Management provides discretionary portfolio management to individuals, including high-net-worth clients, as well as corporate and foundation clients. The firm combines fundamental and quantitative analysis with a long-term investment approach, managing assets in-house and preparing tailored Investment Policy Statements for each client.

Alex Lanzkowsky is a financial advisor at Davidson Kahn Capital Management, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Rockefeller Capital Management, Las Vegas Sands Corporation, and Dinosaur Trading. Outside of his advisory role, he serves as CFO of Centennial Medical Group in Las Vegas, NV. Davidson Kahn Capital Management provides discretionary portfolio management to individuals—including high-net-worth clients—as well as corporate and foundation clients. The firm uses a combination of fundamental and quantitative analysis with a long-term investment approach, managing client assets in-house and maintaining documented risk tolerances and strategies through Investment Policy Statements.