Robert M. Davis
Chief Executive Officer and Portfolio Manager
Mal Davis founded our company in 1978 with a clear vision of wanting to provide investment counsel and financial planning services to folks who lived in or had a connection to Maine.
Now serving as Chief Executive Officer, he is responsible for strategic planning and business initiatives of the firm and has managed many client portfolios from the outset. He is involved in the highest level of our firm’s leadership as chairperson of the owner group, and on the Executive Committee, the Investment Committee, and the Best Practices Committee.
Mal was born in York, Maine and has three grown children and seven grandchildren. He resides in Kennebunk Beach with his wife, Michele, and enjoys golf, music, art, and travel.
- Work Experience
R. M. Davis, founded the company as President in 1978
Union Mutual Management Corp.
Vice President of Portfolio Management
Maine National Bank, Vice President Trust Investments
Cornell University Graduate School of Business and Public Administration, M.B.A. in Finance
Hobart College, B.A. in Economics
CFA Society Maine
CFA Society Boston, Inc.
Maine Estate Planning Council
Maine Employee Benefits Council
- Community Involvement
Micum McIntire Clan Association, Treasurer
Camp Susan Curtis, Finance Committee
Central Board of South Church of Kennebunkport, Central Board Chairman, Trustee Chairman, Finance Committee Chairman (past)
The Park Danforth (past)
United Way Charitable Foundation (past)
Maine Audubon Society (past)
Sweetser Home (past)
Kennebunk Youth Hockey Association (past)