Andrew B. Livingston, CFA, CAIA, CFP®
Andrew holds Chartered Financial Analyst® and CAIA designations. Andrew is also a CERTIFIED FINANCIAL PLANNER® professional. As a Client Advisor, Andrew provides investment and financial planning services to individuals, families, and institutions, ensuring that clients receive personalized advice tailored to their unique goals. Prior to joining R.M. Davis, he was a Portfolio Manager with Camden National Wealth Management and before that, Key Private Bank.
Andrew grew up in Maine and resides in Portland. He enjoys swimming and yoga, watching sports, reading, and spending time with family. He also enjoys a variety of offerings in the Portland area including Scratch and Rose Foods, concerts at Thompson’s Point and State Theatre, and visits to the farmers’ market and local restaurants.
Work Experience
- Joined R.M. Davis in 2023
- Camden National Wealth Management, Vice President and Portfolio Manager
- Key Private Bank, Portfolio Manager
Education
- Bates College, B.A., Economics
- University of Edinburgh, Scotland, Visiting Student, Economics and History
Memberships
- CFA Institute
- CFA Society Maine
- Certified Financial Planner Board of Standards, Inc.
Community Involvement
- Alfond Youth and Community Center, Board of Trustees
- State of Maine Treasurer’s Trust Fund Investment Advisory Committee
- Frank J. Gaziano Memorial Offensive and Defensive Lineman Awards, Treasurer
Chartered Financial Analyst® is a registered trademark owned by CFA Institute.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.