Chuck Davis

Background

About Chuck Davis

With over 30 years of experience in the financial services industry, I’ve had the privilege of leading high-performing teams, launching new business units, and delivering scalable, technology-driven solutions for complex fund structures—particularly within the retail alternatives space. As Senior Director at SS & C Technologies, I lead client strategy, executive relationship management, and business development initiatives for a multi-million-dollar business unit for registered alternative investment clients. My expertise spans interval funds, non-traded REITs, BDCs, mutual funds, and CITs —backed by deep knowledge of regulatory frameworks, compliance standards, and operational best practices. I’m passionate about building trusted client relationships, developing future leaders, and driving continuous improvement through automation and innovation. I’m also a frequent contributor to industry forums and committees, including the IPA and NICSA, where I help shape the future of investor servicing in the alt funds space. Let’s connect if you’re interested in: • Investor relations strategy for registered alternatives • Operational transformation and process automation • Executive leadership in client services and transfer agency • Building inclusive, high-accountability teams • Thought leadership in the evolving alt fund landscape Based in Kansas City, MO | Actively engaged in community leadership, youth sports, and financial services education.