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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.

Portfolio Management

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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Jill Hibyan Jill Hibyan, CTFA, CFP®
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 - COO, CFO & 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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Karen L. Milliken Karen L. Milliken, CFA
Vice President & Portfolio Manager
Portland, ME
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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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Peter R. Richardson Peter R. Richardson
Vice President & 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

Diana Bourque Diana Bourque
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
Team Leader & Senior Portfolio Administrator
Portand, ME
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Susan N. Gallant Susan N. Gallant
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 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 D. McAuliffe Lisa D. McAuliffe, CTP
Portfolio Administrator
Portland, ME
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Karen L. 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 P. Richardson Jill P. Richardson
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
Senior Portfolio Administrator
Portsmouth, NH
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Trust & Wealth Management

Wendy A. Baker Wendy A. Baker, CFP®
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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Scot E. Draeger Scot E. Draeger, J.D.
President & General Counsel
Portland, ME
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Kenleigh A. 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 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 & 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
Senior Fixed Income Trader
Portland, ME
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Douglas A. Simpson Douglas A. Simpson
Senior Research Associate
Portland, ME
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Dean E. Walker Dean E. Walker
Director of Trading & Data Management
Portland, ME
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Operations & Administration

Drew Blaney Drew Blaney, CPA, MST
Assistant Vice President - Finance Manager
Portland, ME
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Elizabeth J. Brown-Malia Elizabeth J. Brown-Malia
Operations Specialist
Portland, ME
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Catherine A. Girr Catherine A. Girr
Client Services Manager
Portland, ME
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Isaac B. Hoey Isaac B. Hoey
Senior Data Management Administrator
Portland, ME
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Kristin D. Kesling Kristin D. Kesling
Office Assistant
Portland, ME
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Sadie Ladds Sadie Ladds
Receptionist
Portland, ME
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Kristen F. 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 M. Vigneault Denise M. Vigneault, PHR
Vice President of Human Resources
Portland, ME
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