Eric Davis, CFP®

Advisor

Prior to joining the advisory team at BSW, Eric worked as a financial analyst with investment firm, Janus Capital Group and also spent time as an investment banking analyst with Petrie Partners, an investment bank that provides specialized advice on mergers, divestitures, acquisitions, and private placements. Eric then spent a year in southern Spain fulfilling his entrepreneurial itch by starting a craft-beer brewery. He is currently developing software designed to help Investment Advisors plan and run their practices more efficiently. Eric is a CERTIFIED FINANCIAL PLANNER™ professional.

Being an entrepreneur, Eric’s passion at BSW is helping individuals who have started and own local businesses. He works with business owners at all stages of their business cycles – devising creative strategies to maximize personal wealth – without jeopardizing company growth – while scaling their business, helping owners exit their business with their personal goals driving the strategy, and helping achieve charitable and lifestyle goals in retirement.

After spending several years as a U.S. Ski Team camp invitee, Eric competed for the University of Colorado’s NCAA ski team. As a junior, he was named captain and guided the team to the 2011 National Championship. Although he thoroughly enjoys speeding downhill on the slopes, his current fascination is finding powder in the backcountry. You can also find Eric mountain biking, traveling and spending time with his family.

Education, accreditation, leadership and service:

  • BS in Finance, with Distinction, University of Colorado – Boulder – Leeds School of Business
  • 2011 Scholar-Athlete Award (highest GPA of male student-athletes)
  • 2011 NCAA National Champion – Skiing
  • CERTIFIED FINANCIAL PLANNER™ certification
  • Current Board Member- University of Colorado C-Club
  • Current Mentor – Leeds School of Business Young Alumni Mentors program
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