Sloan Wealth Management, the Dallas, TX-based investment advisory firm, has appointed Christopher Davis to manage the investment portfolios of a select group of private clients.

Davis has over 16 years of experience in building businesses and client advisory relationships within the public and private markets, the firm said. Prior to joining Sloan, he was a vice president at Bernstein Global Wealth Management.

In his new role he works with clients and their advisors on investment matters including tax and estate planning, concentrated stock positions and the sale of privately-held businesses.

Sloan Wealth Management was founded by Frank Sloan and is registered with the Securities and Exchange Commission. The firm advises individuals, trusts, foundations, corporate accounts and associations with a minimum of $1 million in investment assets.