Meet the Team of Financial Advisors

Robert M. (Mal) Davis, CEO

48 years experience
Mal founded R. M. Davis, Inc. in 1978. Before establishing R. M. Davis, Inc., Mal held positions as Vice President of Portfolio Management at Union Mutual Management Corp. and Vice President of Trust Investments for Maine National Bank.
Full bio >

G. William Allen, Vice President and Portfolio Manager

47 years experience
Bill has been with R. M. Davis, Inc. since 1980. Before joining R. M. Davis, Inc., Bill was Senior Vice President of portfolio management for Phoenix Investment Counsel and prior to that was a Trust Investment Officer with Maine National Bank.
Full bio >

Brian H. Noyes, CFA, Vice President and Portfolio Manager

29 years experience
Brian has been with R. M. Davis, Inc. since 1989. Before joining R. M. Davis, Inc., Brian was Vice President, Consulting Group Associate for Shearson Lehman Hutton.
Full bio >

J. Scott Konecny, CFA, Vice President and Portfolio Manager

35 years experience
Scott joined R. M. Davis, Inc. in 1993. Before joining R. M. Davis, Inc., Scott was Vice President and Senior Investment Officer of Key Trust Corp. and also served as Vice President and Senior Investment Officer of Valley National Bank and as Account Executive for Dean Witter Reynolds.
Full bio >

Richard A. Carriuolo, CFP^®, Vice President and Director of Wealth Management

38 years experience
Rich has been with R. M. Davis, Inc. since 1994. Before joining R. M. Davis, Inc., Rich was an attorney for Drummond, Woodsum & MacMahon.
Full bio >

Mark A. Fernandez, CFA, Vice President and Director of Research

34 years experience
Mark joined R. M. Davis, Inc. in 1994. Previously, Mark was Director of Research for Unum Life Insurance Company. He was also Assistant Vice President for Bank for Cooperatives, an Account Executive with Kidder Peabody, Inc. and Director of Securities for Mass Mutual Life Insurance.
Full bio >

Wendy A. Laidlaw, CFP^®, IACCP^®, Vice President and Portfolio Manager, Chief Operating Officer and Chief Compliance Officer

32 years experience
Wendy joined R. M. Davis, Inc. in 1995. Previously, Wendy was the Director of Administration for Cumberland County Training Resource Center, a Budget Specialist for the City Manager's Office in Raleigh, North Carolina as well as an Operating Accountant for the Pentagon.
Full bio >

Geoffrey K. Alexander, President

27 years experience
Geoff has been with R. M. Davis, Inc. since 1997. Before joining R. M. Davis, Inc., Geoff was Assistant Vice President and Portfolio Manager for Key Asset Management. Previously, Geoff was a Senior Financial Analyst for the General Dynamic's Marine Services Division, Bath Iron Works.
Full bio >

Hugh C. Judge, CTFA, CFP^®, Vice President and Portfolio Manager

29 years experience
Hugh joined R. M. Davis, Inc. in 1997. Previously, Hugh was Vice President and Senior Trust Officer, Private Clients Group for Bank of America. Prior to that, Hugh was a Personal Trust Administrator for Bankers Trust Company.
Full bio >

Karen L. Milliken, CFA, Vice President and Portfolio Manager

32 years experience
Karen has been a Vice President and Research Analyst with R. M. Davis, Inc. since 1997. Before joining R. M. Davis, Inc, she was a Principal of Acadia Asset Management and a Senior Economic Analyst with Unum Life Insurance Company.
Full bio >

Dana R. Mitiguy, CFA, Vice President and Portfolio Manager

29 years experience
Dana has been with R. M. Davis, Inc. since 2000. Before joining R. M. Davis, Inc., he was Chief Investment Officer of Peoples Heritage Bank. Previously, he was Vice President for Key Trust Company, Managing Director for Boston American and Assistant Vice President at The Boston Company.
Full bio >

John D. Doughty, Vice President and Associate Director of Research

25 years experience
John joined R. M. Davis, Inc. in 2002. Prior to joining R. M. Davis, Inc., John was a Vice President of Equity Research at Credit Suisse First and a Vice President of Fixed Income Research at Bear Stearns.
Full bio >

Peter F. Richardson, CFP®, Vice President and Portfolio Manager

32 years experience
Peter joined R. M. Davis, Inc. in 2006. Before joining R. M. Davis, Inc., Peter served as Senior Vice President for KeyBank Trust and Investment Group.
Full bio >

Michael J. Hanlon, CFA, Vice President and Portfolio Manager

17 years experience
Michael joined R. M. Davis, Inc. in 2008 as Vice President and Portfolio Manager. Prior to joining R. M. Davis, Inc., he was Vice President and Chief Investment Officer at Ocean Bank, where he worked from 2006-2008.
Full bio >

Kevin M. Hunt, CFA, Vice President, Research

23 years experience
Kevin joined R. M. Davis, Inc. in 2012. Prior to joining R. M. Davis, Inc., Kevin was a Managing Director of Equity Research and award winning technology analyst at Thomas Weisel Partners, Hapoalim Securities and Auriga USA.
Full bio >

Vince Damasco, CFA, Vice President, Research

16 years experience
Vince joined R.M. Davis, Inc. in 2011. Prior to joining R.M. Davis, Inc., Vince was an Equity research analyst at The Colony Group and an Assistant Vice President at Sentinel Asset Management in Vermont.
Full bio >

Jeanne Heikkinen, Assistant Vice President for Trust Administration

41 years experience
Jeanne has served in portfolio administration and has overseen the trust administration function at R. M. Davis, Inc. since 1988. Previously, she served as Vice President and Trust Officer for Casco Northern Bank, NA.
Full bio >

Kimberley C. Kalicky, Assistant Vice President for Client Service

29 years experience
Kim has been with R. M. Davis, Inc. since 1993. Before joining R. M. Davis, Inc., Kim worked for Smith Barney as a registered sales assistant, stock broker and operations manager.
Full bio >

Dean E. Walker, Assistant Vice President and Manager of Trading

19 years experience
Dean joined R. M. Davis, Inc. in 2001 as a Securities Trader. Before joining R. M. Davis, Inc., Dean was the Lead Custody Analyst for Forum Financial Group from 1999 – 2001 and was a Securities Trader at Unum Life Insurance Company from 1994 – 1999.
Full bio >

Michael P. Wood, CFA, Vice President and Portfolio Manager

26 years experience
Mike joined R. M. Davis, Inc. in 2013. Previously, he was Managing Director and head of Portfolio Management at Ram Trust Services, Vice President of Peoples Heritage Bank’s Trust and Investment Group and Trust Officer with The Boston Company.
Full bio >

Matthew A. McFarland, Vice President and Portfolio Manager

16 years experience
Matt joined R. M. Davis, Inc. in 2013 as Vice President. Prior to joining R. M. Davis, Inc., Matt was Senior Vice President and Wealth Management Advisor for People's United Bank Wealth Management from 2005-2013, Senior Financial Consultant for Banc of America Investment Services from 2002-2005 and Financial Advisor with Prudential Securities Private Client Group from 1998-2002.
Full bio >


	Message From Our Founder Earning Your Trust Wealth Management Financial Advisory Services and Counseling Trustee Services Personal Affairs Management Working With R. M. Davis, Inc. Disciplined Portfolio Management Firm Recognition Referrals Contact Us	Meet the Team of Financial Advisors Robert M. (Mal) Davis, CEO 48 years experience Mal founded R. M. Davis, Inc. in 1978. Before establishing R. M. Davis, Inc., Mal held positions as Vice President of Portfolio Management at Union Mutual Management Corp. and Vice President of Trust Investments for Maine National Bank. Full bio > G. William Allen, Vice President and Portfolio Manager 47 years experience Bill has been with R. M. Davis, Inc. since 1980. Before joining R. M. Davis, Inc., Bill was Senior Vice President of portfolio management for Phoenix Investment Counsel and prior to that was a Trust Investment Officer with Maine National Bank. Full bio > Brian H. Noyes, CFA, Vice President and Portfolio Manager 29 years experience Brian has been with R. M. Davis, Inc. since 1989. Before joining R. M. Davis, Inc., Brian was Vice President, Consulting Group Associate for Shearson Lehman Hutton. Full bio > J. Scott Konecny, CFA, Vice President and Portfolio Manager 35 years experience Scott joined R. M. Davis, Inc. in 1993. Before joining R. M. Davis, Inc., Scott was Vice President and Senior Investment Officer of Key Trust Corp. and also served as Vice President and Senior Investment Officer of Valley National Bank and as Account Executive for Dean Witter Reynolds. Full bio > Richard A. Carriuolo, CFP^®, Vice President and Director of Wealth Management 38 years experience Rich has been with R. M. Davis, Inc. since 1994. Before joining R. M. Davis, Inc., Rich was an attorney for Drummond, Woodsum & MacMahon. Full bio > Mark A. Fernandez, CFA, Vice President and Director of Research 34 years experience Mark joined R. M. Davis, Inc. in 1994. Previously, Mark was Director of Research for Unum Life Insurance Company. He was also Assistant Vice President for Bank for Cooperatives, an Account Executive with Kidder Peabody, Inc. and Director of Securities for Mass Mutual Life Insurance. Full bio > Wendy A. Laidlaw, CFP^®, IACCP^®, Vice President and Portfolio Manager, Chief Operating Officer and Chief Compliance Officer 32 years experience Wendy joined R. M. Davis, Inc. in 1995. Previously, Wendy was the Director of Administration for Cumberland County Training Resource Center, a Budget Specialist for the City Manager's Office in Raleigh, North Carolina as well as an Operating Accountant for the Pentagon. Full bio > Geoffrey K. Alexander, President 27 years experience Geoff has been with R. M. Davis, Inc. since 1997. Before joining R. M. Davis, Inc., Geoff was Assistant Vice President and Portfolio Manager for Key Asset Management. Previously, Geoff was a Senior Financial Analyst for the General Dynamic's Marine Services Division, Bath Iron Works. Full bio > Hugh C. Judge, CTFA, CFP^®, Vice President and Portfolio Manager 29 years experience Hugh joined R. M. Davis, Inc. in 1997. Previously, Hugh was Vice President and Senior Trust Officer, Private Clients Group for Bank of America. Prior to that, Hugh was a Personal Trust Administrator for Bankers Trust Company. Full bio > Karen L. Milliken, CFA, Vice President and Portfolio Manager 32 years experience Karen has been a Vice President and Research Analyst with R. M. Davis, Inc. since 1997. Before joining R. M. Davis, Inc, she was a Principal of Acadia Asset Management and a Senior Economic Analyst with Unum Life Insurance Company. Full bio > Dana R. Mitiguy, CFA, Vice President and Portfolio Manager 29 years experience Dana has been with R. M. Davis, Inc. since 2000. Before joining R. M. Davis, Inc., he was Chief Investment Officer of Peoples Heritage Bank. Previously, he was Vice President for Key Trust Company, Managing Director for Boston American and Assistant Vice President at The Boston Company. Full bio > John D. Doughty, Vice President and Associate Director of Research 25 years experience John joined R. M. Davis, Inc. in 2002. Prior to joining R. M. Davis, Inc., John was a Vice President of Equity Research at Credit Suisse First and a Vice President of Fixed Income Research at Bear Stearns. Full bio > Peter F. Richardson, CFP®, Vice President and Portfolio Manager 32 years experience Peter joined R. M. Davis, Inc. in 2006. Before joining R. M. Davis, Inc., Peter served as Senior Vice President for KeyBank Trust and Investment Group. Full bio > Michael J. Hanlon, CFA, Vice President and Portfolio Manager 17 years experience Michael joined R. M. Davis, Inc. in 2008 as Vice President and Portfolio Manager. Prior to joining R. M. Davis, Inc., he was Vice President and Chief Investment Officer at Ocean Bank, where he worked from 2006-2008. Full bio > Kevin M. Hunt, CFA, Vice President, Research 23 years experience Kevin joined R. M. Davis, Inc. in 2012. Prior to joining R. M. Davis, Inc., Kevin was a Managing Director of Equity Research and award winning technology analyst at Thomas Weisel Partners, Hapoalim Securities and Auriga USA. Full bio > Vince Damasco, CFA, Vice President, Research 16 years experience Vince joined R.M. Davis, Inc. in 2011. Prior to joining R.M. Davis, Inc., Vince was an Equity research analyst at The Colony Group and an Assistant Vice President at Sentinel Asset Management in Vermont. Full bio > Jeanne Heikkinen, Assistant Vice President for Trust Administration 41 years experience Jeanne has served in portfolio administration and has overseen the trust administration function at R. M. Davis, Inc. since 1988. Previously, she served as Vice President and Trust Officer for Casco Northern Bank, NA. Full bio > Kimberley C. Kalicky, Assistant Vice President for Client Service 29 years experience Kim has been with R. M. Davis, Inc. since 1993. Before joining R. M. Davis, Inc., Kim worked for Smith Barney as a registered sales assistant, stock broker and operations manager. Full bio > Dean E. Walker, Assistant Vice President and Manager of Trading 19 years experience Dean joined R. M. Davis, Inc. in 2001 as a Securities Trader. Before joining R. M. Davis, Inc., Dean was the Lead Custody Analyst for Forum Financial Group from 1999 – 2001 and was a Securities Trader at Unum Life Insurance Company from 1994 – 1999. Full bio > Michael P. Wood, CFA, Vice President and Portfolio Manager 26 years experience Mike joined R. M. Davis, Inc. in 2013. Previously, he was Managing Director and head of Portfolio Management at Ram Trust Services, Vice President of Peoples Heritage Bank’s Trust and Investment Group and Trust Officer with The Boston Company. Full bio > Matthew A. McFarland, Vice President and Portfolio Manager 16 years experience Matt joined R. M. Davis, Inc. in 2013 as Vice President. Prior to joining R. M. Davis, Inc., Matt was Senior Vice President and Wealth Management Advisor for People's United Bank Wealth Management from 2005-2013, Senior Financial Consultant for Banc of America Investment Services from 2002-2005 and Financial Advisor with Prudential Securities Private Client Group from 1998-2002. Full bio > R. M. Davis, Inc. \| Registered Investment Advisor 24 City Center, Portland, ME 04101-4069 Telephone: 207.774.0022 or 800.445.6303 One Harbour Place, Suite 390, Portsmouth, NH 03801 Telephone: 603.373.8911 or 888.275.6055 HOME \| PRIVACY STATEMENT