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.
Tim Acquaviva, CFA
Vice President, Client Advisor
Portsmouth, NH
Geoffrey K. Alexander
Principal, Chief Executive Officer
Client Advisor
Portland, ME
Rachel Ayotte
Client Relationship Associate
Portsmouth, NH
Wendy A. Baker, CFP® RSSA®
Vice President, Wealth Management
Portland, ME
Cade T. Blackburn
Securities Trader
Portland, ME
Drew Blaney, CPA, MST
Vice President, Finance
Portland, ME
Annette M. Bosse
Senior Trust Associate
Portland, ME
Diana Bourque
Client Relationship Associate
Portland, ME
Elizabeth J. Brown-Malia
Senior Operations Analyst
Portland, ME
Heidi Cantwell
Receptionist
Portland, ME
Mary Ellen Carignan
Client Support Associate
Portland, ME
George C. Carr, CFP®
Managing Director, Client Advisor
Portland, ME
Gregory E. Cox
Client Relationship Associate
Portland, ME
Vincent F. Damasco, CFA
Managing Director, Senior Securities Analyst
Portland, ME
Caitlin M. Damon
Assistant Vice President, Client Service
Portland, ME
Bob Davis, CFP®
Managing Director, Client Advisor
Portland, ME
John D. Doughty
Principal, Chief Investment Officer
Client Advisor
Portland, ME
Scot E. Draeger, J.D.
Principal, President & General Counsel
Portland, ME
Caleb DuBois, J.D.
Vice President, Chief Compliance Officer & Deputy General Counsel
Portland, ME
Mark A. Fernandez, CFA
Principal, Client Advisor
Portland, ME
Gabrielle Foster
Operations Associate
Portland, Maine
Denise R. Fredette
Finance & Operations Associate
Portland, ME
Susan N. Gallant
Senior Client Relationship Associate
Portland, ME
Claire A. Ginder, J.D.
Client Support Associate
Portland, ME
Catherine A. Girr
Assistant Vice President, Operations
Portland, ME
Isaac B. Hoey
Senior Data Management Analyst
Portland, ME
Hugh C. Judge, CTFA, CFP®
Managing Director, Client Advisor
Portland, ME
Katie Ketner
Executive Assistant
Portland, Maine
Wendy A. Laidlaw, CFP®, IACCP®
Principal, Chief Financial Officer
Client Advisor
Portland, ME
Andrew B. Livingston
Vice President, Client Advisor
Portland, ME
Christine MacDonald, RLP®
Client Relationship Associate
Portland, ME
Timothy Malisa
Vice President, Client Advisor
Portland, ME
Kevin J. Manning
Assistant Vice President, Trading
Portland, ME
Lisa D. McAuliffe
Client Relationship Associate
Portland, ME
Matthew A. McFarland, CFA
Principal, Client Advisor
Portsmouth, NH
Karen L. Merritt
Assistant Vice President, Client Service
Portland, ME
Kristen F. Minervino
Operations Associate
Portland, ME
Dana R. Mitiguy, CFA
Managing Director, Client Advisor
Portland, ME
Ryan Morse
Trust & Estate Associate
Portland, ME
William Myrick
Client Support Associate
Portland, Maine
Michael J. Neff, CFA
Vice President, Client Advisor
Portland, ME
Brady Neujahr
Client Relationship Associate
Portland, ME
Kenleigh A. Nicoletta, J.D.
Vice President, Trust & Wealth Management Counsel
Portland, ME
Brian H. Noyes, CFA, CIC
Principal, Chairman of the Board
Client Advisor
Portland, ME
E. Patrick O'Neill, CFA
Vice President, Senior Securities Analyst
Portland, ME
Meg Ogilvie
Senior Trust & Estate Associate
Portland, ME
Kurtis Petersons
Securities Trader
Portland, ME
Andreas R. Piepenburg
Data Management Associate
Portland, ME
Eric L. Plausteiner
Client Relationship Associate
Portland, Maine
Lillian C. Quatrano
Operations Associate
Portland, Maine
Andrew Reynolds
Senior Data Management Analyst
Portland, ME
Jill P. Richardson
Assistant Vice President, Client Service
Portland, ME
Kimberly Scofield
Operations Associate
Portland, ME
Douglas A. Simpson, CFP® CSRIC®
Senior Research Associate
Portland, ME
Natalie Solotoff, J.D., CPA/PFS
Managing Director, Wealth Management
Portland, ME
Theresa L. Taplin
Personal Affairs Management Associate
Portland, ME
Denise M. Vigneault, PHR
Managing Director, Human Resources
Portland, ME
Dean E. Walker
Principal, Chief Operations Officer
Portland, ME
Michele M. Whitmore
Managing Director, Client Service
Portland, ME
Michael P. Wood, CFA
Principal, Client Advisor
Portland, ME
Anna E. Woods
Team Leader, Client Service
Portsmouth, NH