Our Client Services Associates prepare the presentation packages for client meetings and client events, such as Senior College. Their work is integral in support of our Portfolio Administrators and our Portfolio Managers.
Allie grew up in Western Massachusetts and lived in Boston prior to her move to Maine. She is a passionate cook and writer and loves spending time outside by the water and skiing in the winter. She’s also working to improve her golf game. Allie is working on her first novel and prioritizes spending time with her family.
- Joined R.M. Davis in 2020
- Kathleen Collins Wealth Management, Northampton, MA – Intern
- Boston Center for the Arts, Boston, MA – Arts Management Intern
- Wellesley College, B.A. in Economics