Davidson Kahn Capital Management, LLC

Jake Davidson is a financial advisor at Davidson Kahn Capital Management, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at his current firm since 2017, having also been involved with J. R. Davidson and Co since 2006. Outside of advising, he is the president of J. R. Davidson and Co, which provides management and compliance services to his firm, and he owns SC Partners Holdings, LLC, a medical facility management company. Davidson Kahn Capital Management offers discretionary portfolio management to individuals, high-net-worth clients, corporations, and foundations. The firm employs a long-term investment approach that combines fundamental and quantitative analysis across equities, mutual funds, ETFs, and select direct equity positions, managing over $415 million in discretionary assets.

Drew Cohen is a financial advisor at Davidson Kahn Capital Management, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Capital Group and Goldman Sachs. Outside of his advisory role, Cohen is a part owner of Speedwell Research LLC, a firm that produces in-depth research reports and financial models for paying subscribers. Davidson Kahn Capital Management provides discretionary portfolio management to individuals, high-net-worth clients, corporations, and foundations, using a blend of fundamental and quantitative analysis with a long-term investment approach. The firm manages over $415 million in discretionary assets and emphasizes tailored investment policies and ongoing monitoring aligned with clients’ goals and risk tolerances.

Alex Lanzkowsky is a financial advisor at Davidson Kahn Capital Management, LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Rockefeller Capital Management and Las Vegas Sands Corporation. Outside of his advisory role, he serves as CFO of Centennial Medical Group in Las Vegas, NV. Davidson Kahn Capital Management provides discretionary portfolio management to individuals, high-net-worth clients, corporations, and foundations. The firm combines fundamental and quantitative analysis with a long-term investment approach across equities, mutual funds, ETFs, and select direct equity positions.