Davis Simpson

Background

About Davis Simpson

I am a third year Finance major at Bentley University, pursuing both my bachelor’s and master’s degrees in Finance through the Advance Standing in Finance Program. This dual pathway has given me a solid foundation in financial analysis, reporting, and strategic problem-solving, preparing me to tackle the complexities of today's financial world. Beyond the classroom, my real-world experiences have been equally enriching. Working as a caddie at prestigious country clubs has taught me the art of personalized service and strategic decision-making while collaborating closely with high-net-worth individuals. A hands-on Tax Internship further deepened my understanding of financial systems and sharpened my analytical skills in a practical setting. Driven by a passion for delivering tailored financial solutions, I am excited to transition into the private banking sector. My leadership role as founder of Bentley Financial Advisors and active involvement in the Sustainable Investment Group reflect my commitment to innovative, client-focused service. I look forward to leveraging my blend of academic knowledge and hands-on experience to make a meaningful impact in private banking/private wealth management.