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Akeem Davis

Investment Strategist

As the Investment Strategist at Wilson Albers, Akeem is responsible for the maintenance of our investment due diligence process, which includes performance monitoring, fund analysis, and allocations, for the investment assets in our client retirement plans.

Prior to joining Wilson Albers in 2018, he gained a great deal of finance experience at Mercer, where he
wrote fund commentary, performed investment evaluations, and conducted manager research for
401(k), pension, and endowment plans ranging from $25 million to $6 billion. Akeem also has a
background in real estate valuation—evaluating the feasibility of projects based on capital structures,
internal rates of return, ROI, rents, cost allocations, and operating expenses.

Akeem attended the Foster School of Business at the University of Washington, with a concentration in
finance. While in school, he worked as an analyst at UBS Investment Bank and was a member of
Sponsors for Educational Opportunity and the university’s Investment Management Fund.

In his free time, he enjoys volunteering, family activities, exercising, and indulging in a great read.

Registered Representative with Triad Advisors, LLC.