R M Davis Inc

Brian Noyes is a CFA® and CIC credentialed advisor with 23 years of industry experience. He has worked at R.M. Davis, Inc. since 1989. R.M. Davis, Inc. provides investment management, portfolio consulting, wealth management, and financial planning services to individuals, families, pension and profit‑sharing plans, trusts, corporations, charitable organizations, and government entities. The firm manages accounts on a discretionary, long‑term, diversified basis and offers trustee and personal affairs management services exclusively to its investment clients.

Michael Neff is a CFA® charterholder with seven years of industry experience. He is currently with R M Davis Inc in Portland, ME, where he has worked since 2020. His prior experience includes roles at People's United Advisors, Camden National Wealth Management, and KeyBank. R M Davis Inc offers investment management, wealth planning, and trustee services to a diverse client base, including individuals, institutions, and government entities. The firm manages portfolios primarily on a discretionary, long-term basis with a focus on diversified equities and fixed income, supported by an in-house research team and a multi-advisor platform.

Michael Wood is a CFA® charterholder with 24 years of industry experience. He has been with R.M. Davis, Inc. since 2013. R.M. Davis provides investment management, portfolio consulting, wealth management, and financial planning to a diverse client base including individuals, families, pension plans, trusts, corporations, charitable organizations, and governmental entities. The firm manages most accounts on a discretionary, long-term, diversified basis and offers trustee and personal affairs management services exclusively to its investment clients.

Matthew Mcfarland is a financial advisor with R. M. Davis, Inc. in Portland, ME, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with R. M. Davis since 2013. R. M. Davis provides investment management, portfolio consulting, wealth management, and financial planning services to a diverse client base including individuals, families, pension plans, trusts, corporations, charitable organizations, and government entities. The firm manages most accounts on a discretionary, long-term, diversified basis and offers trustee, trust administration, and personal affairs management services exclusively to its investment management clients.

Dana Mitiguy is a CFA® charterholder with 23 years of industry experience, currently serving at R.M. Davis, Inc. since 2000. Based in Portland, ME, Mitiguy has been with the firm for over two decades. R.M. Davis provides investment management, portfolio consulting, wealth management, and financial planning services to a diverse client base including individuals, families, pension plans, trusts, corporations, charitable organizations, and government entities. The firm manages most accounts on a discretionary, long-term, diversified basis and offers trustee and personal affairs management services exclusively to its investment management clients.

Vincent Damasco is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at R.M. Davis, Inc. in Portland, ME. He has been with R.M. Davis since 2011. R.M. Davis provides investment management, portfolio consulting, wealth management, and financial planning services to a diverse client base including individuals, families, pension plans, trusts, corporations, charitable organizations, and government entities. The firm manages most accounts on a discretionary, long-term, diversified basis and offers trustee and personal affairs management services exclusively to its investment management clients.

Dean Walker is a financial advisor at R.M. Davis Inc in Portland, ME, holding a Series 65 credential with nine years of industry experience. He has been with R.M. Davis since 2001. Outside of his advisory role, Walker serves as president and managing partner of Paramount Properties Group, LLC, where he oversees accounting and tenant maintenance. R.M. Davis provides investment management, portfolio consulting, and wealth management services to a diverse client base including individuals, families, pension plans, trusts, corporations, charitable organizations, and governmental entities. The firm manages accounts on a discretionary, long-term basis using diversified strategies and offers trustee and personal affairs services exclusive to its investment clients.

Wendy Laidlaw is a financial advisor at R M Davis Inc in Portland, ME, holding a Series 65 designation with 21 years of industry experience. She has been with R.M. Davis since 1995. R.M. Davis provides investment management, portfolio consulting, wealth management, and financial planning services to a diverse client base including individuals, families, pension plans, trusts, corporations, and governmental entities. The firm manages most accounts on a discretionary, long-term, diversified basis, emphasizing equities and laddered bond maturities, and offers trustee and personal affairs services exclusive to its investment clients.

Cade Blackburn is a financial advisor at R M Davis Inc with one year of industry experience. He holds the Series 65 designation and has been with R.M. Davis, Inc. since 2002 in other capacities. Outside of his advisory role, Mr. Blackburn owns and operates Aquamation Services of Maine, LLC, a pet cremation business. R.M. Davis provides investment management, portfolio consulting, wealth management, and financial planning services to individuals, families, institutions, and government entities. The firm manages most accounts on a discretionary, long-term, diversified basis with a focus on large- and mid-cap equities and laddered bond maturities, and it offers trustee and personal affairs services to its investment management clients.

Geoffrey Alexander is a Series 65-licensed financial advisor with R.M. Davis, Inc. in Portland, ME, where he has worked since 1997, accumulating 23 years of industry experience. He is part of a multi-advisor team at a firm known for its independent ownership and comprehensive wealth management services. R.M. Davis provides investment management, portfolio consulting, financial planning, and trustee services to a diverse client base including individuals, families, institutions, and governmental entities. The firm emphasizes long-term, diversified portfolio strategies and offers tailored solutions supported by an in-house research team.

George Carr is a Series 65-licensed financial advisor with R M Davis Inc in Portland, ME, where he has worked since 2015. He has 11 years of industry experience. R.M. Davis provides investment management, portfolio consulting, and financial planning services to a diverse client base including individuals, families, pension plans, trusts, corporations, charitable organizations, and governmental entities. The firm manages most accounts on a discretionary, long-term basis with a focus on diversified portfolios and offers trustee, trust administration, and personal affairs management services to its investment management clients.

Marianne Loew is a CFA® charterholder with three years of industry experience. She is currently with R M Davis Inc and has previously worked at The Colony Group, LLC, Bar Harbor Wealth Management, and Ledyard Financial Advisors. R M Davis Inc provides investment management, wealth planning, and trustee services to a diverse client base including individuals, families, pension plans, trusts, corporations, and governmental entities. The firm manages accounts on a discretionary, long-term basis with a focus on diversified portfolios and offers specialized services such as personal affairs management to its investment clients.

Kurtis Petersons is a financial advisor at R M Davis Inc with a Series 65 credential and experience spanning over 14 years in the industry. He previously worked at Saola Capital and Kylin Management before joining R M Davis Inc. In addition to his advisory role, he is a partner and owner of Ocean Ox Management LLC, a property management business. R M Davis Inc provides investment management, portfolio consulting, wealth management, and financial planning services to individuals, families, institutions, and governmental entities. The firm manages most accounts on a discretionary, long-term, diversified basis and offers trustee and personal affairs management services, maintaining a multi-advisor platform with a history of independent ownership.

Kevin Manning is a Series 65 licensed advisor with R.M. Davis, Inc. in Portland, ME, where he has worked since 2015. He has three years of industry experience. R.M. Davis provides investment management, portfolio consulting, wealth management, and financial planning services to a diverse client base that includes individuals, families, pension plans, trusts, corporations, charitable organizations, and government entities. The firm manages most accounts on a discretionary, long-term basis with diversified strategies and offers trustee and personal affairs management services exclusively to its investment clients.

John Doughty is a financial advisor at R.M. Davis, Inc. in Portland, ME, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with R.M. Davis since 2002. R.M. Davis provides investment management, portfolio consulting, wealth management, and financial planning services to a diverse client base, including individuals, families, pension plans, trusts, corporations, charities, and government entities. The firm emphasizes discretionary, long-term, diversified portfolios with a focus on large- and mid-cap equities and laddered bond maturities, and is known for its independent ownership and comprehensive trustee and personal affairs services.