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MEET THE INDEPENDENT TALENTS OF THE R.M. DAVIS TEAM.

At R.M. Davis, we’ve assembled highly educated and experienced individuals into a disciplined team guided by core values and tested methods. Meet our colleagues, who all pull together to serve each client’s varied needs—financial and otherwise.

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Tim Acquaviva Tim Acquaviva, CFA
Vice President, Client Advisor
Portsmouth, NH
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Geoffrey K. Alexander Geoffrey K. Alexander
Principal, Chief Executive Officer
Client Advisor
Portland, ME
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Carter Allen Carter Allen
Client Relationship Associate
Portland, ME
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Wendy A. Baker Wendy A. Baker, CFP® RSSA®
Vice President, Wealth Management
Portland, ME
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Cade T. Blackburn Cade T. Blackburn
Senior Securities Trader
Portland, ME
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Drew Blaney Drew Blaney, CPA, MST
Managing Director, Finance
Portland, ME
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Annette M. Bosse Annette M. Bosse
Operations Associate
Portland, ME
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Diana Bourque Diana Bourque
Client Relationship Associate
Portland, ME
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Elizabeth Brown-Malia Elizabeth Brown-Malia
Assistant Vice President, Operations Manager
Portland, ME
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Heidi Cantwell Heidi Cantwell
Receptionist
Portland, ME
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Mary Ellen Carignan Mary Ellen Carignan
Client Support Associate
Portland, ME
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George C. Carr George C. Carr, CFP®
Managing Director, Client Advisor
Portland, ME
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Gregory E. Cox Gregory E. Cox, CFP®
Assistant Vice President, Associate Client Advisor
Portland, ME
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Vincent F. Damasco Vincent F. Damasco, CFA
Managing Director, Senior Securities Analyst
Portland, ME
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Caitlin M. Damon Caitlin M. Damon
Assistant Vice President, Client Service
Portland, ME
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Bob Davis Bob Davis, CFP®
Principal, Client Advisor
Portland, ME
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Kathleen de Silva Kathleen de Silva
Vice President, Director of Marketing & Communications
Portland, ME
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John D. Doughty John D. Doughty
Principal, Chief Investment Officer
Client Advisor
Portland, ME
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Scot E. Draeger Scot E. Draeger, J.D.
Principal, President
Portland, ME
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Caleb DuBois Caleb DuBois, J.D.
Vice President, Chief Compliance Officer & General Counsel
Portland, ME
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Elizabeth Ekberg Elizabeth Ekberg
Client Relationship Associate
Portland, ME
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Denise R. Fredette Denise R. Fredette
Finance & Operations Associate
Portland, ME
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Susan N. Gallant Susan N. Gallant
Senior Trust & Estate Associate
Portland, ME
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Claire A. Ginder Claire A. Ginder, J.D.
Client Support Associate
Portland, ME
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Catherine A. Girr Catherine A. Girr
Assistant Vice President
Marketing and Human Resources
Portland, ME
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Isaac B. Hoey Isaac B. Hoey
Senior Data Management Analyst
Portland, ME
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Katie Ketner Katie Ketner
Executive Assistant
Portland, Maine
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Wendy A. Laidlaw Wendy A. Laidlaw, CFP®, IACCP®
Principal, Chief Financial Officer
Client Advisor
Portland, ME
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John F. Leonard John F. Leonard, IV, CFP®
Vice President, Client Advisor
Portland, Maine
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Andrew B. Livingston Andrew B. Livingston, CFA, CAIA, CFP®
Vice President, Client Advisor
Portland, ME
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Marianne Loew Marianne Loew, CFA
Vice President, Client Advisor
Portsmouth, New Hampshire
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Christine MacDonald Christine MacDonald, RLP®
Senior Client Relationship Associate
Portland, ME
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Timothy Malisa Timothy Malisa
Vice President, Client Advisor
Portland, ME
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Kevin J. Manning Kevin J. Manning
Assistant Vice President, Manager of Trading
Portland, ME
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Lisa D. McAuliffe Lisa D. McAuliffe
Client Relationship Associate
Portland, ME
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Erin C. McCrossin Erin C. McCrossin
Client Relationship Associate
Portsmouth, NH
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Matthew A. McFarland Matthew A. McFarland, CFA
Principal, Client Advisor
Portsmouth, NH
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Karen L. Merritt Karen L. Merritt
Assistant Vice President, Client Service
Portland, ME
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Kristen F. Minervino Kristen F. Minervino
Operations Associate
Portland, ME
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Dana R. Mitiguy Dana R. Mitiguy, CFA
Managing Director, Client Advisor
Portland, ME
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William Myrick William Myrick
Client Support Associate
Portland, Maine
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Michael J. Neff Michael J. Neff, CFA
Vice President, Client Advisor
Portland, ME
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Brady Neujahr Brady Neujahr
Senior Client Relationship Associate
Portland, ME
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Kenleigh A. Nicoletta Kenleigh A. Nicoletta, J.D.
Vice President, Trust & Wealth Management Counsel
Portland, ME
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Brian H. Noyes Brian H. Noyes, CFA
Principal, Chairman of the Board
Client Advisor
Portland, ME
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E. Patrick O'Neill, CFA E. Patrick O'Neill, CFA
Vice President, Senior Securities Analyst
Portland, ME
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Meg Ogilvie Meg Ogilvie
Senior Trust & Estate Associate
Portland, ME
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Kurtis Petersons Kurtis Petersons
Securities Trader
Portland, ME
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Eric L. Plausteiner Eric L. Plausteiner
Client Relationship Associate
Portland, Maine
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Gabrielle Pontau Gabrielle Pontau
Operations Associate
Portland, Maine
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Andrew Reynolds Andrew Reynolds
Senior Data Management Analyst
Portland, ME
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Jill P. Richardson Jill P. Richardson
Assistant Vice President, Client Service
Portland, ME
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Eric Ruff Eric Ruff
Vice President, Credit Research Analyst
Portland, ME
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Kimberly Scofield Kimberly Scofield
Operations Associate
Portland, ME
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Alexandra Scott Alexandra Scott
Estate Associate
Portland, ME
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Douglas A. Simpson Douglas A. Simpson, CFP® CSRIC®
Senior Research Associate
Portland, ME
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Teddy G. Smith Teddy G. Smith, CFP®
Assistant Vice President, Associate Client Advisor
Portland, Maine
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Natalie Solotoff Natalie Solotoff, J.D., CPA/PFS
Managing Director, Wealth Management
Portland, ME
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Sophia Spina Sophia Spina
Client Relationship Associate
Portland, ME
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Theresa L. Taplin Theresa L. Taplin
Personal Affairs Manager
Portland, ME
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Thomas Thu Thomas Thu
Data and IT Support Analyst
Portland, ME
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Denise M. Vigneault Denise M. Vigneault, PHR
Managing Director, Human Resources
Portland, ME
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Dean E. Walker Dean E. Walker
Principal, Chief Operations Officer
Portland, ME
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Michele M. Whitmore Michele M. Whitmore
Managing Director, Client Service
Portland, ME
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Jonathan V. Wojtkun Jonathan V. Wojtkun
Vice President, Director of Technology & Information Security
Portland, Maine
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Michael P. Wood Michael P. Wood, CFA
Principal, Client Advisor
Portland, ME
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Anna E. Woods Anna E. Woods
Assistant Vice President, Client Service
Portsmouth, NH
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