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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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Portfolio Management

Geoffrey Alexander Geoffrey K. Alexander
Chief Executive Officer
Portland, ME
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George Carr George C. Carr, CFP®
Vice President & Portfolio Manager
Portland, ME
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Bob Davis Bob Davis, CFP®
Vice President & Portfolio Manager
Portland, ME
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John Doughty John D. Doughty
Chief Investment Officer
Portland, ME
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Mark Fernandez Mark A. Fernandez, CFA
Vice President & Portfolio Manager
Portland, ME
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Jill Hibyan Jill Hibyan, CTFA, CFP®
Vice President & Portfolio Manager
Portland, ME
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Hugh Judge Hugh C. Judge, CTFA, CFP®
Vice President & Portfolio Manager
Portland, ME
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Wendy Laidlaw Wendy A. Laidlaw, CFP®, IACCP®
Vice President - COO, CFO & Portfolio Manager
Portland, ME
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Matthew McFarland Matthew A. McFarland, CFA
Vice President & Portfolio Manager
Portsmouth, NH
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Karen Milliken Karen L. Milliken, CFA
Vice President & Portfolio Manager
Portland, ME
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Dana Mitiguy Dana R. Mitiguy, CFA
Vice President & Portfolio Manager
Portland, ME
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Michael Neff Michael J. Neff, CFA
Vice President & Portfolio Manager
Portland, ME
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Brian Noyes Brian H. Noyes, CFA, CIC
Chairman of the Board & Portfolio Manager
Portland, ME
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Peter Richardson Peter R. Richardson, CFP®
Vice President & Portfolio Manager
Portland, ME
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Reid Smith Reid V. Smith, CFA
Vice President & Portfolio Manager
Portsmouth, NH
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Michael Wood Michael P. Wood, CFA
Vice President & Portfolio Manager
Portland, ME
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Portfolio Administration

Diana Bourque Diana Bourque
Portfolio Administrator
Portland, ME
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Caitlin Damon Caitlin M. Damon
Senior Portfolio Administrator
Portand, ME
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Susan Gallant Susan N. Gallant
Portfolio Administrator
Portland, ME
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Claire Ginder Claire A. Ginder, J.D.
Portfolio Administrator
Portland, ME
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Kim Kalicky Kim C. Kalicky
Assistant Vice President of Marketing & Senior Portfolio Administrator
Portland, ME
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Christine MacDonald Christine MacDonald, RLP®
Portfolio Administrator
Portland, ME
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Nina Marsanskis Nina Marsanskis
Portfolio Administrator
Portland, ME
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Lisa McAuliffe Lisa D. McAuliffe, CTP
Portfolio Administrator
Portland, ME
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Karen Merritt Karen L. Merritt
Team Leader & Senior Portfolio Administrator
Portland, ME
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Brady Neujahr Brady Neujahr
Portfolio Administrator
Portland, ME
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Jill Richardson Jill P. Richardson
Team Leader & Senior Portfolio Administrator
Portland, ME
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Michele Whitmore Michele M. Whitmore
Vice President of Portfolio Administration
Portland, ME
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Anna Woods Anna E. Woods
Senior Portfolio Administrator
Portsmouth, NH
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Trust & Wealth Management

Wendy Baker Wendy A. Baker, CFP®
Assistant Vice President - Wealth Management
Portland, ME
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Annette Bosse Annette M. Bosse
Senior Trust Administrator
Portland, ME
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Scot Draeger Scot E. Draeger, J.D.
President & General Counsel
Portland, ME
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Kenleigh Nicoletta Kenleigh A. Nicoletta, J.D.
Trust & Wealth Management Services Counsel
Portland, ME
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Meg Oglivie Meg Oglivie
Trust & Estates Specialist
Portland, ME
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Natalie Solotoff Natalie Solotoff, J.D., CPA/PFS
Director of Wealth Management
Portland, ME
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Theresa Taplin Theresa L. Taplin
Personal Affairs Management Administrator
Portland, ME
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Research & Trading

Cade Blackburn Cade T. Blackburn
Securities Trader
Portland, ME
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Vincent Damasco Vincent F. Damasco, CFA
Vice President & Securities Analyst
Portland, ME
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John Doughty John D. Doughty
Chief Investment Officer
Portland, ME
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Kevin Hunt Kevin M. Hunt, CFA
Vice President & Securities Analyst
Portland, ME
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Kevin Manning Kevin J. Manning
Senior Fixed Income Trader
Portland, ME
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Douglas Simpson Douglas A. Simpson
Senior Research Associate
Portland, ME
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Dean Walker Dean E. Walker
Vice President of Trading & Data Management
Portland, ME
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Operations & Administration

Elizabeth Brown-Malia Elizabeth J. Brown-Malia
Operations Specialist
Portland, ME
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Allie Collins-Anderson Allie Collins-Anderson
Client Services Associate
Portland, ME
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Amanda Doughty Amanda L. Doughty
Finance Administrator
Portland, ME
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Catherine Girr Catherine A. Girr
Client Services Manager
Portland, ME
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Isaac Hoey Isaac B. Hoey
Senior Data Management Administrator
Portland, ME
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Teresa Hough Teresa Hough, IACCP®
Senior Compliance Administrator
Portland, ME
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Kristin Kesling Kristin D. Kesling
Office Assistant
Portland, ME
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Sadie Ladds Sadie Ladds
Receptionist
Portland, ME
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Tony Lindsey Tony Lindsey, CPA
Senior Finance Administrator
Portland, ME
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Kristen Minervino Kristen F. Minervino
Client Services Associate
Portland, ME
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Andrew Reynolds Andrew Reynolds
Data Management Administrator
Portland, ME
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Denise Vigneault Denise M. Vigneault
Vice President of Human Resources
Portland, ME
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Kathleen Whitney Kathleen P. Whitney
Client Services Associate
Portland, ME
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