OUR LEADERSHIP
STEPHEN K. DAVIS
President & Principal
Stephen K. Davis is the Founder, President and Principal of Safe Harbor Asset Management, Inc.
He has previously held the following security licenses:
•Series 7: General Securities
•Series 24: Licensed Principal
•Series 63: NY State Uniform Securities Agent
Areas of Expertise
Stephen’s career spans four decades in financial services. He has broad experience with tax avoidance strategies that help build client net worth. He believes Income and Capital Gains taxes are a serious impediment to wealth accumulation. For 20 years he has been a sought after speaker to Real Estate, Legal and Accounting professionals on the 1031 Exchange opportunity, and has helped clients properly structure their exchange.
Speaking Engagements & Publications
Stephen continues to lecture on various subjects regarding various Tax Avoidance Strategies, Asset Allocation, Risk Management, Portfolio Composition, and his application of Modern Portfolio Theory to financial professionals, trade groups and associations.
He has been quoted in the New York Times, featured in Forbes Magazine, and has written numerous industry-related articles. Residing in Huntington, NY with his wife, Stephen enjoys boating, skiing, and is an accomplished watercolor artist whose work has been exhibited in local art showcases.
Tanya Davis
DST, Business Development & Marketing Manager
After establishing a successful career for 15 years in Advertising & Digital Media as a Data Analyst, Tanya has joined the family business. Having double majored at the University of Delaware, she received her Bachelor’s degree in International Relations & Economics in 2004. Her skills to project revenue growth, monitor monetization gaps and create data models equip her to make informative & strategic decisions.
As DST and Business Development Manager she works alongside our Principal RIA and Sponsors to educate Real Estate Brokers & Professional Advisors on the 1031 Exchange Market Place. To get access to securitized investment grade properties for your clients, contact her at Tanya@investsafeharbor.com
JESSICA TRASK
Office Manager
Jessica has over thirty years of experience in the Wealth Management industry. Having previously worked for 10 years for a Financial Advisor in East Islip, NY as an Administrative Assistant. Jessica has been with Safe Harbor since 1997.
As Office Manager, Jessica is in charge of our Client Services department. Her duties are administrative and clerical; she prepares detailed client paperwork and illustrations, does account processing, and handles Human Resources. Playing a key role in the efficiency of Client Services, Jessica assists in maintaining our adherence to all compliance and licensing requirements. Proficient in various computer programming systems, Jessica runs our Portfolio Management System, which produces all of our clients’ quarterly reports and billing of fees.
“Giving personal attention to our clients and their needs is something that I value. I love when I can assist our clients while putting them at ease as they entrust their portfolios for us to manage. I enjoy the variety of challenges that may arise and aiding in the solutions for our client investors.”
Any questions for our Client Services Department, you may contact her at Jessica@investsafeharbor.com.
ALEX STEINBERG
Investment Advisor Representative
Alex, joins the team with a Financial and Real Estate background. Having owned Proper Foundations, LLC, he combines experience working in the Finance industry over the past ten years with his skill in advising clients and brokers of their 1031 Exchange needs. He’s a graduate of Boston University with a BA in International Relations & Security Studies. He currently holds the following licenses: Series 7 & 65. For more information on conducting a 1031 Exchange, Alex can be reached at Alex@investsafeharbor.com
SAFE HARBOR ASSET MANAGEMENT AWARDS *
*Criteria for obtaining the various awards will be provided upon request.
