Michael P. Wood, CFA

Principal, Client Advisor

Portland, ME

Mike brings a wealth of experience from senior level positions he has held in investment advisory firm management, research analysis, and client service initiatives. He holds the Chartered Financial Analyst® designation and is a member of our Investment Committee.

Mike grew up in New York and Massachusetts and now lives in Cape Elizabeth, Maine. He is active in the community, serving on various non-profit boards.

Work Experience

Joined R.M. Davis in 2013, Shareholder
Ram Trust Services
Managing Director and Head of Portfolio Management Group
CMH Wealth Management, Managing Director
Peoples Heritage Bank
Vice President, Trust and Investment Group
The Boston Company, Boston, Trust Officer

Education

New Hampshire College, M.B.A.
Boston College, B.A. in History

Memberships

CFA Institute
CFA Society Maine

Community Involvement

Maine Health Access Foundation, Finance Committee
Piper Shores Board of Directors, Investment Committee Chair
ProsperityME, Chairman of the Board (past)
Cape Elizabeth Education Foundation, co-President (past)
Maine Medical Center, Community Ambassador Council (past)