Leadership Team
Griffin Haviken, CPA – Managing Partner
Griffin Haviken has been at the forefront of the business world for over three decades. An entrepreneur, Griffin has worked for many profitable financial firms and built thriving enterprises from scratch.
Griffin is a co-founder of Vericrest Private Wealth, a full centric investment advisory firm. This client-centric firm will be well positioned for the current shift to independent fiduciary money management, and it will address the continued trend of fee compression that is rattling the money management industry.
Griffin also co-founded Towercrest Capital. In 2009, Griffin realized that the industry was changing rapidly and recognized the emerging need for conflict free investment management. As the investor community became more aware of the fiduciary standard, the Registered Investment Advisor channel experienced tremendous growth. As a result of Griffin’s foresight, Towercrest Capital was well positioned to capitalize on these major changes in the industry.
Before beginning his entrepreneurial career, Griffin had more than 18 years of leadership, strategic and investment experience at some of the largest financial firms in the world. He was a Director at Merrill Lynch in New York. Before his eleven-year career at Merrill Lynch, Griffin worked as an analyst at Morgan Stanley and Barclays Capital.
Griffin is a Certified Public Accountant and has passed the Series 65 Uniform Investment Advisor Law Examination. He holds an MBA in Finance from Fordham University, and a B.S. in Accounting from University of Albany – State University of New York.
William F. Davis, CFP® – Managing Partner
Teaching and training are fundamentals of Bill’s professional and personal life, both as a financial advisor and a coach.
After receiving an undergraduate degree from La Salle University and a graduate degree from Temple University, he returned to both colleges as an adjunct professor.
While working within the training and learning department with investment firm Janney Montgomery Scott in Philadelphia, Bill realized the need for comprehensive, fee-only financial planning and was encouraged by his manager to pursue an advisory career – that was in 2010. And he has never looked back.
Bill has since built his practice client-by-client, in financial planning roles for both Apex Financial Advisors and Ameriprise Financial Services; he has consistently been named Five Star Wealth Manager in 2020, 2021 and 2022.
In 2023, Bill joined Vericrest Private Wealth as a Managing Partner.
He has completed the Financial Planning Program at The American College and holds the CERTIFIED FINANCIAL PLANNER™, Certified Divorce Financial Analyst™, and Accredited Portfolio Management Advisor™ designations, as well as the Series 65 Uniform Investment Advisor license.
Bill is a former Executive Board Member of the Langhorne Athletic Association, where he continues to coach baseball; he has been involved in the organization since 2008. He has also served on the board for the Newtown Rock Softball Association where he coached softball for 7 years (2015-2022).
Currently, Bill is an Executive Board Member for the Lower Bucks Chamber of Commerce and the Going Beyond Assistance Program.