Ola DavisOla DavisInvestment Associate
About Ola
Ola Davis is an Investment Associate at J.P. Morgan Wealth Management.
Ola advises on strategic portfolio construction and performs client portfolio reviews for the ultra-high-net-worth individuals, families, athletes and entertainers served by the team. Her responsibilities include investment, wealth and risk planning considerations, implementing complex investment strategies and executing trades. With strong communication skills and a highly responsive approach, she remains in frequent contact with clients and works closely with the team to support their evolving needs.
Ola joined J.P. Morgan in 2025, bringing a decade of financial services experience from roles at Viking Global Investors, Citizens JMP Investment Bank and Kohlberg Kravis Roberts (KKR). Through these positions, she sharpened her professional skills in investment banking, mergers and acquisitions and private equity while working with ultra-high-net-worth clients. Ola began her career in 2010 at high tech startup CineMassive Displays in business development and analytics; the company was later acquired for $30 million by publicly traded Haivision (HAIVF). She is currently completing a B.A. in Extension Studies in Economics and Finance at Harvard University on a part-time basis and previously completed undergraduate studies in Mathematics and Economics in Poland. She holds the FINRA Series 7 and 66 securities licenses.
Based in Bel Air, Ola is a first-generation immigrant from Poland. Focused, prepared and detail-oriented, she brings a family-centric and disciplined perspective to her work with clients. She is an active member of the CFA Society Los Angeles and remains involved in philanthropic initiatives that reflect her commitment to community engagement.
Insights
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