SouthBay Investment Group, LLC …
… is an independently owned investment consulting and management firm. SouthBay is dedicated to improving the prosperity of our clients through the personal management of their invested assets, customized to meet their personal investment strategy. SouthBay offers securities through Wunderlich Securities, Inc. Which is a member of FINRA/SIPC.
Mark A. Davy is the president and principal of SouthBay. Mark has over 30 years in the investment business, having spent 17 years with Merrill Lynch and PaineWebber, before opening SouthBay in 2003. Mark has originated and completed several real estate projects, including the Nathaniel Place and Phillippi Pines residential developments, as well as the Phillippi Plaza commercial plaza.. Risk management and diversification are imbedded in his strategies and style.
Mark is a founding board member and Vice Chairman of the Board of Sabal Palm Bank of Sarasota. He has been active and served on the boards of the United Way of Sarasota, The Police Athletic League, Rotary Club of Sarasota, as well as the Downtown Sarasota YMCA.