R. M. Davis in the news
September 2018 – Shannon Roper has been promoted to Senior Portfolio Administrator.
Shannon has been with R. M. Davis since...
September 2018 – Shannon Roper has been promoted to Senior Portfolio Administrator.
Shannon has been with R. M. Davis since 2012. She is a graduate of Johnson and Wales University and formerly worked for Ameriprise as a Client Service Manager.
Portfolio Administrators play an important role in the R. M. Davis experience. As an integral part of the professional team, they work in concert with the Portfolio Manager on all operational matters to ensure high quality client service and support.
Shannon brings industry knowledge, skills and experience which enable her to solve complex administrative problems and prepare financial planning documents.
August 2018 – John Doughty, Vice President & Director of Research, will be presenting to the Bowdoin College chapter of...
August 2018 – John Doughty, Vice President & Director of Research, will be presenting to the Bowdoin College chapter of Smart Woman Securities (SWS) on September 20th. His topic will be on the Global Economic, Market, and Geopolitical Outlook.
Smart Woman Securities is a not for profit organization whose mission is to educate undergraduate women on finance and investments through educational seminars, mentoring initiatives, and exposure to successful professionals and businesses.
John is a graduate of Bowdoin College and welcomes opportunities to stay involved with the Bowdoin community.
July 2018 – For several years, R. M. Davis has sponsored a $5,000 scholarship through Mainely Character. The scholarship is...
July 2018 – For several years, R. M. Davis has sponsored a $5,000 scholarship through Mainely Character. The scholarship is awarded to a student based solely on their character.
This year’s recipient is Sophia DeSchiffart from Narraguagus Middle/High School. Sophia will be attending Yale University in the fall.
She was awarded the scholarship after demonstrating her ability to grow and change. Growing up in a conservative, rural community, she first turned down a request by a gay friend to paint an “ally flag.” The next school year, Sophia became an advocate for the LBGTQ community and with two other students, addressed the school’s principal and administration regarding bullying and harassment. She has spoken and presented across the state to help bring awareness for civil rights and youth mental health.
Mainely Character believes that a life of character embodies the following four principles:
- Courage-taking risks and following your own conscience with fearlessness
- Integrity-being truthful and trustworthy to oneself and others
- Responsibility-conveying an attitude of commitment and conviction
- Concern-demonstrating compassion and caring attitude towards others, and helping them achieve their best
June 2018 – Our President, Geoff Alexander, has been named to the Board of Governors for the Investment Adviser Association...
June 2018 – Our President, Geoff Alexander, has been named to the Board of Governors for the Investment Adviser Association (IAA).
The Investment Adviser Association is a not-for-profit organization, founded in 1937, that represents the interests of SEC-registered investment adviser firms. The Association promotes high standards of fiduciary duty, integrity, public responsibility and competence in the advisory profession. It represents the interests of investment advisers before the U.S. Congress, the Securities and Exchange Commission, the Department of Labor, state securities commissions, and other governmental entities on issues affecting its membership and the investment advisory profession.
June 2018 -- R. M. Davis is proud to be the Global Sponsor for the World Affairs Council of Maine’s Annual Meeting & Dinner...
June 2018 -- R. M. Davis is proud to be the Global Sponsor for the World Affairs Council of Maine’s Annual Meeting & Dinner with Ambassador David Balton to be held June 20 at the Portland Country Club. Mr. Balton will speak to the group on the topic of: U.S. Leadership in a Changing Arctic. He is a Former Deputy Assistant Secretary for Oceans and Fisheries, Department of State.
The World Affairs Council of Maine connects our state and the world by engaging and educating people of all ages to become global citizens. Our colleague, John Doughty, Vice President & Director of Research, serves on their Board of Directors and Program Committee.
George Carr, Vice President and Portfolio Manager, was quoted in the recent MaineBiz article discussing millennials and...
George Carr, Vice President and Portfolio Manager, was quoted in the recent MaineBiz article discussing millennials and money. George leads our firm’s annual educational program for our clients’ children and grandchildren, now in its 7th year. Our President, Geoff Alexander, also offered a Money Tip for Millennials.
To read the article, click here.
May 2018 – Kristin Kesling has been hired in the role of Office Assistant. She backs up our receptionist and is a member of...
May 2018 – Kristin Kesling has been hired in the role of Office Assistant. She backs up our receptionist and is a member of the Client Services team. She assists the team in preparing presentation packages for client meetings and client events, such as Summer School and Senior College. Her work is integral in support of our Portfolio Administrators and Portfolio Managers.
Kristin has an M.A. and B.A. both in Political Science and comes to us after working with Dawson, Smith, Purvis & Bassett and Maine Medical Center. We welcome Kristin to our staff!
April 2018 – Elizabeth J. Brown-Malia, formerly a Portfolio Administrator working with Portfolio Managers and our clients,...
April 2018 – Elizabeth J. Brown-Malia, formerly a Portfolio Administrator working with Portfolio Managers and our clients, has changed roles to become our Operations Specialist.
In her new role, she divides her time between the Data Management Department and assisting with the firm’s largest operational initiatives.
In Data Management, she assists the group in ensuring the integrity of the data in our financial software (Advent APX). This includes processing custodian transactions, reconciling cost basis and market values, and researching discrepancies.
The firm’s operational project work is broad in scope and may include software upgrades, researching a client offering of e-communications, or getting new financial planning software up and running. Project work requires Beth to be a solutions-oriented problem solver and a creative out-of-the-box thinker.
April 2018 - John D. Doughty, Vice President and Director of Research, has been chosen to join the membership of the...
April 2018 - John D. Doughty, Vice President and Director of Research, has been chosen to join the membership of the Economic Club of New York (ECNY). In his selection to the 111-year-old organization, Doughty becomes the only member to live and work in the state of Maine.
The mission of the ECNY is to foster discussion and study of current social, economic and political issues in an open, non-partisan forum. The club draws its individually nominated and selected members from the leadership of the nation’s business and financial communities. Speakers at ECNY’s forums include former U.S. Presidents, international heads of state, and distinguished leaders and innovators in business, economics, labor, academics, the military and public policy.
“We are extremely pleased that John has been named to the Economic Club of New York, a respected and prestigious institution,” said Geoff Alexander, president of R. M. Davis. “Our team and clients often seek John’s counsel and we are confident his perspectives will be equally valued by his peers in the forum. We are also eager for John to share his learnings about the national and global economic landscape with our team and clients.”
A Maine-native, Doughty joined R. M. Davis in 2002, after having served as Vice President of Equity Research at Credit Suisse First Boston, and Vice President of Fixed Income Research at Bear Stearns, both in New York City. Committed to the study and advancement of geopolitics, Doughty is a member of the Foreign Policy Association and on the boards of the World Affairs Council and the Camden Conference. He received a double major B.A. in History and Government & Legal Studies from Bowdoin College, and an M.B.A. in Finance and Marketing from the University of Chicago Graduate School of Business.
“I’m honored to have been selected to join the Economic Club of New York, and am excited to listen, learn and engage in the club’s thoughtful discussions,” said Doughty. “Joining this organization is a pledge of responsibility to our society and our global economic well-being.”
March 2018 – As Northern New England’s largest private wealth management firm, we are pleased to announce that the...
March 2018 – As Northern New England’s largest private wealth management firm, we are pleased to announce that the firm’s assets under management have surpassed $4 billion.
Our firm was founded by Robert “Mal” Davis in 1978, forty years ago. We thank our clients and friends for their support and trust shown in us. We reach this milestone as a result of long-standing client relationships.
“Our strong, steady growth and position as the largest firm in the region are a result of our commitment to holistic wealth management and personalized service instilled by our founder, Mal Davis,” said Geoff Alexander, president of R. M. Davis. “We’re in the business of building enduring legacies for our clients, and our partnership with them is focused on delivering the disciplined, long-term guidance necessary to reach their goals.”
“This milestone speaks to the quality of our client relationships and the trust we work to maintain and grow each and every day,” said Wendy Laidlaw, chief operating officer. “Our clients know that we are with them, across the kitchen table, providing the assurance and guidance to preserve their wealth so it can have the impact today and tomorrow they desire.”
April 2018 - John Doughty, Vice President and Director of Research, will be presenting at his alma mater to the Finance Club...
April 2018 - John Doughty, Vice President and Director of Research, will be presenting at his alma mater to the Finance Club at Bowdoin College regarding “How to Pitch a Stock” April 7. He will also be judging the Bowdoin Stock Pitching Contest that day.
March 2018 - We are pleased to announce that Jill Hibyan has joined our firm as a Portfolio Manager. Most recently, Jill...
March 2018 - We are pleased to announce that Jill Hibyan has joined our firm as a Portfolio Manager. Most recently, Jill was Vice President, Portfolio Manager at U.S. Trust, Bank of America – Boston - in Private Wealth Management.
As a Certified Trust and Financial Advisor and a Certified Financial Planner™, Jill engages with her clients at a high level of experience and competence. She has a broad based technical knowledge of fiduciary and financial investment products and services gained from fifteen years of wealth management experience working with high and ultra-high net worth families and institutions.
Jill received her B.A. from Connecticut College and her M.A. from the University of Massachusetts. She attended Emory University, ABA National and Graduate Trust Schools and Boston University where she gained her Certificate in Financial Planning.
Originally a native of Yarmouth, Maine, Jill is returning “home,” and we are thrilled to have her join the R. M. Davis team.