Partner

Thad is Director of Research and co-portfolio manager of the internal equity strategy at Aureus. He brings 15 years of experience in equity analysis, company valuation, and portfolio management to the firm. 

Thad joins Aureus from Bear Stearns Asset Management (BSAM) where he was a Vice President responsible for research and management of large-cap value equity portfolios. Before joining BSAM, he was a Vice President and Portfolio Analyst for Putnam Investments, covering mid- and large-cap growth equities. Prior to that, he was an Associate Research Analyst at Banc of America Securities (first Montgomery Securities) focusing on the hospitality industry. 

Thad received his BA from Harvard College and an MBA from NYU's Stern School of Business. He holds his Series 7 (General Securities Representative) and Series 63 (Uniform Securities Agent State Law) licenses and is a chartered financial analyst. Thad is a member of the Boston Security Analysts Society and serves on the audit committee for The Shady Hill School. 

tdavis@aureus-asset.com