Douglas A. Simpson
Senior Research Associate

Doug serves in a variety of capacities for our research group. He analyzes mutual funds and serves as a liaison for our portfolio managers and portfolio administrators on research requests from clients.  Doug performs various compliance testing needed to insure the integrity of the research process.  In addition, Doug works closely with the research analysts on specific aspects of financial due diligence for the companies we follow and is responsible for a variety of operational functions in support of the research group.

Doug resides in Portland and enjoys hockey, travel and volunteering.

Work Experience

R. M. Davis, joined in 1998

Acadia Trust, N.A., Operations and Employee Benefits Account Manager

Education

Cannon Financial Institution, Cannon Personal Trust I, II, III Curriculum

Thomas College, B.S. in Accounting

Memberships

CFA Institute

CFA Society Maine

CFA Society Boston, Inc.

Community Involvement

Ronald McDonald House of Portland

Habitat for Humanity of Greater Portland

Portland Boys and Girls Club (past)

Equality Maine (past)

University of Southern Maine, Accounting Tutor (past)

Maine High School Hockey Invitational (past)

Biddeford High School Hockey (past)

Sanford Youth Hockey Association (past)

Pride Portland!, Treasurer (past)

Portland Middle School Hockey (past)