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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.

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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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
Senior Trust Associate
Portland, ME
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Diana Bourque Diana Bourque
Client Relationship Associate
Portland, ME
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Elizabeth J. Brown-Malia Elizabeth J. Brown-Malia
Senior Operations Analyst
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
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®
Managing Director, Client Advisor
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 & General Counsel
Portland, ME
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Caleb DuBois Caleb DuBois, J.D.
Vice President, Chief Compliance Officer & Deputy General Counsel
Portland, ME
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Mark A. Fernandez Mark A. Fernandez, CFA
Principal, Client Advisor
Portland, ME
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Gabrielle Foster Gabrielle Foster
Operations Associate
Portland, Maine
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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 Client Relationship 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, Operations
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
Vice President, Client Advisor
Portland, ME
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Christine MacDonald Christine MacDonald, RLP®
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, Trading
Portland, ME
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Lisa D. McAuliffe Lisa D. McAuliffe
Client Relationship Associate
Portland, ME
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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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Ryan Morse Ryan Morse
Trust & Estate Associate
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
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, CIC
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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Lillian C. Quatrano Lillian C. Quatrano
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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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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Theresa L. Taplin Theresa L. Taplin
Personal Affairs Management Associate
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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