Douglas A. Simpson, CFP® CSRIC®
Doug serves in a variety of capacities for our research group. He analyzes mutual funds and serves as a liaison for our Client Advisors and Client Relationship Associates on research requests from clients. Doug performs various compliance testing needed to ensure the integrity of the research process. In addition, Doug works closely with the research analysts on specific aspects of financial due diligence for the companies we follow and is responsible for a variety of operational functions in support of the research group.
Doug resides in Portland and enjoys hockey, travel and volunteering.
Work Experience
- Joined R.M. Davis in 1998
- Acadia Trust, N.A., Operations and Employee Benefits Account Manager
Education
- Cannon Financial Institution, Cannon Personal Trust I, II, III Curriculum
- Thomas College, B.S. in Accounting
Memberships
- CFA Institute
- CFA Society Maine
- CFA Society Boston, Inc.
Community Involvement
- Ronald McDonald House of Portland (past)
- Habitat for Humanity of Greater Portland
- Portland Boys and Girls Club (past)
- Equality Maine (past)
- Maine High School Hockey Invitational (past)
- Biddeford High School Hockey (past)
- Sanford Youth Hockey Association (past)
- Portland Middle School Hockey (past)
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.