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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.

Discipline
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Portfolio Management

Tim Acquaviva Tim Acquaviva, CFA
Vice President & Portfolio Manager
Portsmouth, NH
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Geoffrey K. Alexander Geoffrey K. Alexander
Chief Executive Officer
Portland, ME
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George C. 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 D. Doughty John D. Doughty
Chief Investment Officer
Portland, ME
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Mark A. Fernandez Mark A. Fernandez, CFA
Vice President & Portfolio Manager
Portland, ME
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Hugh C. Judge Hugh C. Judge, CTFA, CFP®
Vice President & Portfolio Manager
Portland, ME
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Wendy A. Laidlaw Wendy A. Laidlaw, CFP®, IACCP®
Vice President - CFO & Portfolio Manager
Portland, ME
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Timothy Malisa Timothy Malisa
Vice President & Portfolio Manager
Portland, ME
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Matthew A. McFarland Matthew A. McFarland, CFA
Vice President & Portfolio Manager
Portsmouth, NH
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Dana R. Mitiguy Dana R. Mitiguy, CFA
Vice President & Portfolio Manager
Portland, ME
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Michael J. Neff Michael J. Neff, CFA
Vice President & Portfolio Manager
Portland, ME
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Brian H. Noyes Brian H. Noyes, CFA, CIC
Chairman of the Board & Portfolio Manager
Portland, ME
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Reid V. Smith Reid V. Smith, CFA
Vice President & Portfolio Manager
Portsmouth, NH
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Michael P. Wood Michael P. Wood, CFA
Vice President & Portfolio Manager
Portland, ME
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Portfolio Administration

Rachel Ayotte Rachel Ayotte
Portfolio Administrator
Portsmouth, NH
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Diana Bourque Diana Bourque
Portfolio Administrator
Portland, ME
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Mary Ellen Carignan Mary Ellen Carignan
Portfolio Administrator
Portland, ME
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Gregory E. Cox Gregory E. Cox
Portfolio Administrator
Portland, ME
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Caitlin M. Damon Caitlin M. Damon
Assistant Vice President, Portfolio Administration
Team Leader & Senior Portfolio Administrator
Portand, ME
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Susan N. Gallant Susan N. Gallant
Senior Portfolio Administrator
Portland, ME
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Claire A. Ginder Claire A. Ginder, J.D.
Portfolio Administrator
Portland, ME
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Kim C. Kalicky Kim C. Kalicky
Assistant Vice President &
Senior Portfolio Administrator
Portland, ME
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Christine MacDonald Christine MacDonald, RLP®
Portfolio Administrator
Portland, ME
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Lisa D. McAuliffe Lisa D. McAuliffe
Portfolio Administrator
Portland, ME
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Karen L. Merritt Karen L. Merritt
Assistant Vice President, Portfolio Administration
Team Leader & Senior Portfolio Administrator
Portland, ME
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William Myrick William Myrick
Portfolio Administrator
Portland, Maine
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Brady Neujahr Brady Neujahr
Portfolio Administrator
Portland, ME
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Eric L. Plausteiner Eric L. Plausteiner
Portfolio Administrator
Portland, Maine
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Jill P. Richardson Jill P. Richardson
Assistant Vice President, Portfolio Administration
Team Leader &Senior Portfolio Administrator
Portland, ME
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Michele M. Whitmore Michele M. Whitmore
Vice President of Portfolio Administration
Portland, ME
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Anna E. Woods Anna E. Woods
Team Leader, Senior Portfolio Administrator
Portsmouth, NH
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Trust & Wealth Management

Wendy A. Baker Wendy A. Baker, CFP® RSSA®
Assistant Vice President, Wealth Management
Portland, ME
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Annette M. Bosse Annette M. Bosse
Senior Trust Administrator
Portland, ME
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Ryan Carr Ryan Carr
Trust & Estate Associate
Portland, ME
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Scot E. Draeger Scot E. Draeger, J.D.
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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Kenleigh A. Nicoletta Kenleigh A. Nicoletta, J.D.
Vice President, Wealth Management
Trust & Wealth Management Services Counsel
Portland, ME
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Meg Ogilvie Meg Ogilvie
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 L. Taplin Theresa L. Taplin
Personal Affairs Management Administrator
Portland, ME
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Research & Trading

Cade T. Blackburn Cade T. Blackburn
Securities Trader
Portland, ME
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Vincent F. Damasco Vincent F. Damasco, CFA
Vice President, Research
Senior Securities Analyst
Portland, ME
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John D. Doughty John D. Doughty
Chief Investment Officer
Portland, ME
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Kevin J. Manning Kevin J. Manning
Assistant Vice President, Trading
Senior Securities Trader
Portland, ME
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E. Patrick O'Neill, CFA E. Patrick O'Neill, CFA
Vice President, Research
Senior Securities Analyst
Portland, ME
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Douglas A. Simpson Douglas A. Simpson, CSRIC®
Senior Research Associate
Portland, ME
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Dean E. Walker Dean E. Walker
COO, Vice President, Trading & Data Management
Portland, ME
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Operations & Administration

Drew Blaney Drew Blaney, CPA, MST
Vice President, Finance
Portland, ME
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Elizabeth J. Brown-Malia Elizabeth J. Brown-Malia
Operations Specialist
Portland, ME
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Gabrielle Foster Gabrielle Foster
Receptionist
Portland, Maine
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Denise R. Fredette Denise R. Fredette
Finance & Operations Administrator
Portland, ME
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Catherine A. Girr Catherine A. Girr
Assistant Vice President, Client Services
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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Kristen F. Minervino Kristen F. Minervino
Client Services Associate
Portland, ME
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Andreas R. Piepenburg Andreas R. Piepenburg
Data Management Associate
Portland, ME
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Lillian C. Quatrano Lillian C. Quatrano
Client Services Associate
Portland, Maine
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Andrew Reynolds Andrew Reynolds
Senior Data Management Analyst
Portland, ME
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Kimberly Scofield Kimberly Scofield
Client Services Associate
Portland, ME
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Denise M. Vigneault Denise M. Vigneault, PHR
Vice President, Human Resources
Portland, ME
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