Gregory E. Cox, CFP®
Associate Client Advisors play an integral role on the client services team, coordinating efforts between Client Advisors and Client Relationship Associates and working closely with our Client Advisors to provide support for investment advisory, portfolio management, relationship management, communication, and financial planning for clients. Associate Client Advisors collaborate closely with the company’s Wealth Management group and Investment Research group.
Greg grew up in Brookline, Massachusetts, but has made Portland his home since 2010. It was while attending Hebron Academy that Greg knew he wanted to make Maine his permanent home. He enjoys playing golf, woodworking, and is an avid soccer fan. Greg and his wife, Kristan, have two children, Vivian and Miles. As a family, they enjoy spending time at the beach and at Sebago Lake during the summer months.
Work Experience
- Joined R.M. Davis in 2021 as a Client Relationship Associate
- Key Private Bank, Associate Relationship Manager, New England
- Living Wealth Partners, LLC / Penn Mutual, Financial Associate
Education
- University of Southern Maine, B.A. in Economics
Memberships
- Portland Regional Chamber of Commerce, Propel Member
Community Involvement
- NAACP, Portland Branch, Member
- University of Southern Maine Athletics, Diversity, Equity & Inclusion Advisory Board
- Junior Achievement of Maine, Volunteer
- The Center for Grieving Children, Fundraiser