Joshua Davis

Joshua Davis is a Partner with the Jacksonville, Florida practice, delivering solutions for high-net-worth individuals, foundations, endowments, and family offices.

Previously, he was a Partner at Baseline Partners, an investment advisory firm specializing in real estate private debt and private equity where he led the launch of a public investment fund and served as one of its Trustees. He was a Vice President at Bank of America Merrill Lynch’s Global Corporate & Investment Bank in New York City, worked on J.P. Morgan’s Federal Government team in Washington, D.C., and began his career at J.P. Morgan Private Bank in New York City where he held his Series 7 and 63 licenses. In addition, Mr. Davis was CEO and Co-founder of a technology firm and spent more than a decade co-owning and managing a social media company focused on content creation, digital marketing, and physical products.

Joshua loves spending time with his wife, playing with their five children, cycling, rowing, volunteering at church, and serving on the board of A New Leaf, a non-profit service organization.

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