Robert M. Davis
Chief Executive Officer and Portfolio Manager

Robert M. (Mal) Davis Robert M. (Mal) Davis Robert M. (Mal) Davis

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 Institute

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)