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Boats tied to a doc
Jill P. Richardson
Team Leader & Senior Portfolio Administrator
Portland, ME
Jill P. Richardson
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Jill P. Richardson

Team Leader & Senior Portfolio Administrator
Portland, ME

Portfolio Administrators play an important role in the R.M. Davis experience. As an integral part of the professional team working on your behalf, they work in concert with the Portfolio Manager on all operational matters to ensure you receive high quality client service and support. In addition to taking your calls, Portfolio Administrators are working behind the scenes as the liaison with the custodian of your assets as well as communicating with your other advisors (attorneys, accountants, etc.) to create a seamless client experience. They bring industry knowledge, skills and experience which enable them to solve complex administrative problems and prepare financial planning documents.

Jill was born and raised in Presque Isle, Maine and resides with her family in Brunswick, Maine. Her interests are golf, skiing and kayaking.

Work Experience

  • Joined R.M. Davis in 1997
  • Key Trust Company, Senior Retirement Plan Specialist

Education

  • University of Maine, B.A. in International Affairs and History