Lessons Learned in Finance and in Life

Learning moments in a career can be successes and failures. It’s what a leader does after that really matters. Knowledge Is Power goes one-on-one with leaders in different industries to uncover these experiences.

 

How have your first bosses and mentors shaped your career?

Although some people may think back to things that they have said, Kevin Davis learned more from what they did instead.

“My second mentor was really demonstrative of the fact that you could be an incredible success in finance without necessarily being ruthless and hard-ass and taking advantage of people,” he mused. “He was a real gentleman, and he fortunately gave me the chance to grow as a person and grow the business, and I really loved those years.” – Kevin Davis

“I would say that I learned more from my bosses’ mistakes than I learned from their successes,” he reflected.

Knowledge is Power host Brandon Pfluger brings to the podcast Davis, the founder and executive director of First Workings, a nonprofit that identifies and works with talented students in New York City public high schools and connects them with internships or mentorships at large corporations.

Before turning to the nonprofit sector, however, Davis also led a long and illustrious career in finance as well. In this episode of the podcast, he shares some of the life and lessons he’s learned along the way.

“My first boss, he was a pretty tough guy. And right from the start I learned my first lesson, which was, ‘Always treat other people the way you wish yourself to be treated’,” Davis said, before he recounted one of his earliest memories of him — one that ended with a BLT sandwich to his face.

However, Davis also remembers mentors that treated him with respect. “My second mentor was really demonstrative of the fact that you could be an incredible success in finance without necessarily being ruthless and hard-ass and taking advantage of people,” he mused. “He was a real gentleman, and he fortunately gave me the chance to grow as a person and grow the business, and I really loved those years.”

Subscribe to the MarketScale Radio podcast on Spotify and Apple Podcasts for the latest lessons and insights from thought leaders and industry experts at the top of their respective fields.

Follow us on social media for the latest updates in B2B!

Twitter – @MarketScale
Facebook – facebook.com/marketscale
LinkedIn – linkedin.com/company/marketscale

Follow us on social media for the latest updates in B2B!

Image

Latest

inclusion
Inclusion Beyond Compliance: What It Really Takes to Build Workplace Cultures Where People Feel Seen, Supported, and Free to Belong
December 16, 2025

Inclusion is often reduced to policies and checklists, but its true measure shows up in everyday experiences — in whether people feel seen, supported, and able to contribute without hiding parts of who they are. When organizations move beyond compliance and toward genuine understanding, they open the door to talent, perspective, and potential that…

Read More
healthcare
How Simulation-Based Education Is Transforming Healthcare Leadership and Decision-Making Worldwide
December 16, 2025

As healthcare systems worldwide face rising costs, workforce shortages, and increasing pressure to balance quality with financial sustainability, traditional classroom-based management education is struggling to keep pace. According to the World Economic Forum, healthcare spending now accounts for nearly 10% of global GDP, making leadership decision-making more consequential—and more complex—than ever. At the same…

Read More
work-based learning
Scaling Work-Based Learning in the Curriculum: How Riipen Powers Real Employer Projects at Scale
December 15, 2025

Higher education is facing renewed scrutiny over how well it prepares students for life after graduation. Employers are increasingly signaling that many graduates enter the workforce without real-world, job-ready experience—placing new pressure on higher education to rethink how learning connects to work. Research on high-impact practices consistently shows that experiential and work-based learning boosts…

Read More
private equity
Alts Innovators: UT Austin’s Dr. Ken Wiles on Private Equity
December 15, 2025

Private equity is entering a period of adjustment after decades of expansion fueled by falling interest rates and abundant capital. That long-running tailwind reversed beginning in 2022, when interest rates rose sharply, disrupting deal activity, slowing exits, and bringing renewed attention to a long-standing vulnerability in private markets: liquidity. Industry reports have highlighted softer fundraising,…

Read More