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Boats tied to a doc
Michael P. Wood, CFA
Principal, Client Advisor
Portland, ME
Michael P. Wood
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Jill P. Richardson
Assistant Vice President, Client Service
Jill Richardson
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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 and Camden, Maine. He and his wife, Heather, have six children.  Mike 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


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


  • 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)