Richard "Dick" Davies
Investor @ Alternative Fund Advisors, LLC
About
Investor and advisor supporting FinTech start-ups as well as established players with a focus on the defined contribution, retirement, wealth management, annuity and insurance markets. Successful global experience managing distribution strategy, sales, marketing and product development for retail and institutional investment products. Past oversight of $15 billion AUM investment team. Consultant and thought leader on retirement industry trends, best practices, policy and business strategy.
United States
Madison
Venture Capital & Private Equity
Mutual Funds, Investments, Asset Allocation, Retirement, 401k, Asset Management, Alternative Investments, Investment Management, Financial Services, Equities, Hedge Funds, Investment Strategies, Portfolio Management, Bonds, Defined Contribution, Series 63, Asset Managment, Fixed Income, Institutional, Series 7
Experience
Investor
Wisconsin Investment Patners
Madison, WI
Member of leading Angel investor group in Madison, Wisconsin
Advisory Board Member
Alternative Fund Advisors, LLC
Boston, Massachusetts, United States
AFA offers innovative private multi-manager investment solutions for investment advisors, family offices and wealth advisors at private banks.
Member, Investor and Board Member
HBS Alumni Angels of Greater New York
Member and Investor
New York Angels
Independent Consultant to the Investment Management Industry
Self-Employed
Greater New York City Area
Currently advising money managers and investors on distribution, product and operational strategies for the defined contribution, multi-asset and related retirement markets.
Advisory Board Member
RealBlocks
New York, New York, United States
RealBlocks is a technology platform that connects advisors and investors to the best alternative investment managers.
Scout Executive and Chief Executive Officer
Scouting America Greater New York Councils
New York, New York, United States
At the request of our Executive Board, I was asked to assume leadership of the GNYC's 35-member BSA professional staff for one transitional year. Our objectives: manage through COVID and our national restructuring, safely open our summer camps and aggressively recruit new Scouts and Explorers when our schools and corporate partners opened up for business.
Senior Managing Director - Global Head of Defined Contribution and Multi-Asset Business Development
AllianceBernstein
Greater New York City Area
Market development and business management responsibility for AB's global defined contribution and asset allocation product lines.
Senior Managing Director - Defined Contribution and Co-Head North American Institutions
AllianceBernstein
Greater New York City Area
Business management responsibility for AB's domestic defined contribution business and co-head of North American institutional marketing efforts.
Managing Director - Defined Contribution
Russell Investments
Greater New York City Area
Senior Managing Director, Defined Contribution and Insurance Sub-Advisory Relationships
AllianceBernstein
Greater New York City Area
Head, Defined Contribution Product Strategy
AllianceBernstein
Greater New York City Area
Defined Contribution Investments
Education
Harvard Business School
University of Wisconsin-Madison
Economics and Political Science
Richard "Dick" Davies's Contact Information
Phone
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