Jeff Davis, JD, MBA
General Counsel & Chief Financial Officer

Mr. Davis is a skilled businessman, expert tax attorney and CPA.  He is a native of Charleston, SC.  He is a 1989 graduate of The Citadel in Charleston, SC and completed his Juris Doctorate and Masters in Business Administration in 1993 at the University of South Carolina.  After law school, Jeff worked in the Atlanta offices of KPMG Peat Marwick & PricewaterhouseCoopers, as well as the Atlanta law firm of King & Spalding.  Jeff also co-founded the Atlanta office of myCFO, and was a founder of StillPoint Advisors & Apogee Family Office.  Jeff is a licensed CPA in Georgia and an active member of the Georgia Bar.

For over 25 years, Mr. Davis successfully managed portfolios for ultra-high-net-worth clients and corporations advising them of legal and tax intricacies, best business practices and sound common sense strategies for business growth and success.  In recent years, he has turned his attention to the nonprofit world working with private schools helping them implement tax credit subsidies which provide greatly needed scholarships for children with “special needs”.  He is a strong advocate for children and their needs and advocates against government interference in their education.

Go Back