Paul Davis is Principal of the Marble Harbor Investment Counsel. Paul founded Marble Harbor Investment Counsel in 2005 and serves as chief investment counselor. He has managed portfolios for families and institutions for more than 20 years. Most recently, Paul was Senior Vice President of Welch & Forbes. Prior to joining Welch & Forbes, he was the Chief Investment Officer and group leader for David L. Babson & Company’s Private Client Group. He also directed the firm’s Large Company Growth investing team and was the lead portfolio manager for The David L. Babson Growth Fund. Paul started out managing investments at Yeager, Wood & Marshall in New York where he was a partner and board member. Paul focuses his research efforts on the Financial and Technology sectors.
Before embarking on a career in investment management, Paul was a strategy consultant with Monitor Company in Cambridge, Massachusetts. There he worked with Fortune 50-sized companies in industries as diverse as heavy equipment and packaging to financial services and retailing. His projects involved creating new businesses, restructurings and growth strategies. He also helped the firm to develop a method of rapidly evaluating merger candidates for clients to assist the due diligence processes.
Paul graduated from Dartmouth with an A.B. in Government modified (third honors) and from the Graduate School of Business Administration at Harvard with an M.B.A. (first year honors). He is a Chartered Financial Analyst, a Chartered Investment Counselor and a member of the Boston Economic Club. Paul also serves as Chairman of the Board of Directors of Community Work Services, is on the investment committee of the Marblehead Museum and Historical Society, and is a member of both the Boston Estate Planning Council and the Essex County Estate Planning Council.
Paul enjoys competitive sailing, travel with his wife and children, reading and skiing.