Gary D. Davis Jr. VP, Practice Management, MarketCounsel

Gary D. Davis Jr. serves as Vice President, Practice Management for MarketCounsel. He is responsible for assisting clients with raising the bar of their operations, including compliance, through the implementation of industry best practices. Mr. Davis brings a solid track-record of assisting investment firms with the operational aspects of growth.

Prior to joining MarketCounsel, Mr. Davis was the Founder and President of Beneficial Concepts Group, a practice management consulting firm to registered investment advisers. The firm provided practice management consulting in the areas of business, operations, compliance, human resources, technology and process management.

Gary has managed the operations, compliance (as Chief Compliance Officer) and investment departments at two financial planning and investment advisory firms. He also managed operations for a broker/dealer and was a financial planning analyst for a third planning firm. He has managed all aspects of operations including investment operations, back office operations, compliance, and staffing. He has coordinated operations functions supporting client service, marketing, financial planning, technology and the financial management of the firm. Gary has authored or co-authored policies and procedures for each of these functional areas.

Gary received a Masters in Accounting and Financial Management from Keller Graduate School of Management. He represents the third generation of his family to receive an undergraduate degree from Purdue University having earned a Bachelor of Science in Financial Planning.  He has also passed the Series 6, 7, 24, 63, and 65 exams.

Gary lives with his daughters KayLynn and Ella in central New Jersey.