R. M. Davis, Inc.

Diligence: Attentive Care
At R. M. Davis, Inc., our advisors are attentive and responsive to clients' needs.

Team Experience

Robert M. (Mal) Davis, CEO and President
44 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.
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G. William Allen, Vice President and Portfolio Manager
43 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.
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Arthur J. Borduas, CFA, Vice President and Portfolio Manager
40 years experience
Art joined R. M. Davis, Inc. in 1986. Previously, Art worked for Union Mutual Life Insurance as Vice President and Director of Investment Research. He was also a Trust Investment Officer for Maine National Bank.
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Brian H. Noyes, CFA, Vice President and Portfolio Manager
25 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.
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J. Scott Konecny, CFA, Vice President and Portfolio Manager
31 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.
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Richard A. Carriuolo, CFP®, Vice President and Director of Wealth Management
34 years experience
Rich has been with R. M. Davis, Inc. since 1994 as Chief Legal Officer and Director of Wealth Management. Before joining R. M. Davis, Inc., Rich was an attorney for Drummond, Woodsum & MacMahon.
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Mark A. Fernandez, CFA, Director of Research
30 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.
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Wendy A. Laidlaw, CFP®, Vice President, Chief Operating Officer and Chief Compliance Officer
28 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.
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Geoffrey K. Alexander, Vice President and Portfolio Manager
23 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.
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Hugh C. Judge, CTFA, Vice President and Portfolio Manager
25 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.
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Karen L. Milliken, CFA, Vice President and Research Analyst
28 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.
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Dana R. Mitiguy, CFA, Vice President and Portfolio Manager
24 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.
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John D. Doughty, Vice President and Research Analyst
21 years experience
John joined R. M. Davis, Inc. in 2002 as Vice President and Research Analyst. Prior to joining R. M. Davis, Inc., John was a Vice President of Equity Research for Credit Suisse First Boston and previously at Bear, Stearns & Co., Inc. where he was a Vice President of Fixed Income Research. John also was a Senior Financial Analyst for the General Dynamics' Marine Services Division.
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Peter F. Richardson, CFP®, Vice President and Portfolio Manager
28 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.
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Michael J. Hanlon, CFA, Vice President and Portfolio Manager
13 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.
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Jeanne Heikkinen, Assistant Vice President for Trust Administration
37 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.
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Kimberley C. Kalicky, Assistant Vice President for Client Service
25 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.
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