Jeff K. Davis, CFA

Managing Director

Jeff K. Davis is the Managing Director of Mercer Capital’s Financial Institutions Group. The Financial Institutions Group works with banks, thrifts, asset managers, insurance companies and agencies, BDCs, REITs, broker-dealers and financial technology companies.

Prior to rejoining Mercer Capital, Davis spent 13 years as a sell-side analyst providing coverage of publicly traded banks and specialty finance companies to institutional investors evaluating common equity and fixed income investment opportunities. Jeff was most recently Managing Director of Guggenheim Securities, LLC, and was previously head of the Financial Institutions Group at FTN Equity Capital Markets. His work covering commercial banks was recognized for earnings accuracy and stock picking by Starmine/Forbes in 2005, 2007 and 2009, while his stock selection was ranked second for commercial banks in 2007 by the Wall Street Journal as part of its “Best on the Street” annual ranking of sell-side analysts. While at Mercer Capital in the 1990s, Jeff led the firm’s financial institutions practice, providing valuation and transaction advisory services.

Jeff is a speaker at industry gatherings, including SNL Financial/University of Virginia’s annual analyst training seminar, the ABA, various state banking meetings as well as security industry gatherings. Additionally, he regularly makes presentations to boards of directors and executive management teams. He is periodically quoted in the American Banker, Bloomberg News, and other media outlets. Presently, he is an editorial contributor to SNL Financial.

Professional Activities

  • The CFA Institute

Professional Designations

  • Series 7 – General Securities Representative; Series 63 – Uniform Securities Agent State Law; Series 79 – Investment Banking; and Series 82 – Private Securities Offerings (CRD #4007205; licenses with Tampa, Florida-based StillPoint Capital, LLC, member FINRA/SIPC)
  • Chartered Financial Analyst (The CFA Institute)


  • Vanderbilt University, Nashville, Tennessee (M.B.A., 1988)
  • Rhodes College, Memphis, Tennessee (B.A., 1985)