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Michael Davisson

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At a glance

Full Name
Michael Glen Davisson
Title
Vice President, Senior Financial Advisor
Firm
Girard Pension Services / Univest
Firm Type
Wealth management / investment advisory and pension services
Target Company Profile
Pennsylvania municipal entities and institutional pension-plan clients
Sector Focus
Municipal pension plans, investment consulting, investment management, financial advisory services
Geographic Focus
Pennsylvania / Mid-Atlantic region
Location
Souderton, Pennsylvania; LinkedIn lists Leland, North Carolina

Background

Michael Glen Davisson is publicly listed as a Vice President and Senior Financial Advisor with Girard Pension Services / Univest. A Bucks County Consortium sponsor directory lists him at 14 N. Main Street, Souderton, Pennsylvania, with the email address [hidden] and phone number 215.703.5459.

Regulatory records identify him as MICHAEL GLEN DAVISSON, CRD #1848158. The SEC Investment Adviser Public Disclosure database shows that he was previously registered as an investment adviser with Girard Pension Services, LLC from October 3, 2013 to October 15, 2021, based in Allentown, Pennsylvania, with 0 disclosures reported in the IAPD summary.

His LinkedIn profile describes him as a financial-services professional with 25 years of diversified experience and lists Girard Pension Services as his employer. LinkedIn also lists Saint Joseph's University as his education and notes volunteer service as Treasurer of Partnership TMA beginning in June 2013.

Girard is a Univest wealth division. Univest says Girard Pension Services provides investment management and related products and services for Pennsylvania municipal entities. Univest's public filings describe Girard Pension Services, LLC as a registered investment advisor that provides investment consulting and management services to municipal entities.

Investment Thesis & Focus

  • I found no verified evidence that Michael Davisson is an active venture-capital or angel investor, despite the stub labeling him as an angel investor focused on seed rounds.
  • His verified professional focus is wealth management, pension services, investment consulting, and investment management for municipal and institutional clients.
  • Girard's business-focused wealth page says its municipal pension solutions include investment consulting, investment management, compliance, actuarial services, accounting services, and administrative services.
  • Girard states that its approach is to focus on client values, risk tolerance, and goals, and describes its role as anticipating and responding to market dynamics while prioritizing clients' best interests.

Notable Investments

  • No verified startup, angel, seed-round, or venture portfolio investments were found in public sources.
  • Girard Pension Services: provides investment consulting and management services for Pennsylvania municipal entities; this is an advisory-services focus rather than a disclosed venture-investing portfolio.

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