Matthew A. McFarland, CFA
Principal, Client Advisor
Portsmouth, NH
Matt holds the Chartered Financial Analyst® designation and works in our Portsmouth, New Hampshire office. His background in both investment management and private banking give him a level of experience and depth to knowledgeably inform and advise his clients.
Matt grew up in Maine and now lives in Portsmouth with his wife, Jill, and two children, Anne and Benjamin. He enjoys skiing, baseball, golf and art.
Work Experience
- Joined R.M. Davis in 2013 at our Portsmouth office
- People’s United Bank Wealth Management, Portsmouth, Senior Vice President and Wealth Management Advisor
- Banc of America Investment Services, Boston, Senior Financial Consultant
- Prudential Securities Private Client Group, Boston, Financial Advisor
Education
- Saint Anselm College, B.A. in Political Science
Memberships
- CFA Institute
- CFA Society Maine
- New Hampshire Estate Planning Council
Community Involvement
- The Music Hall, Finance Committee and Board member
- Strawbery Banke Museum, member of the Investment & Governance Committees, former Trustee and Vice Chair of the Board
- The Hope for Tomorrow Foundation, Board Member, Treasurer, and Chair of the Finance Committee
- Families First Health and Support Center, Development Committee (past)
- New Hampshire Art Association, Board (past)