Tim Acquaviva, CFA

Vice President, Client Advisor

Portsmouth, NH

Tim holds the Chartered Financial Analyst® designation and works in our Portsmouth, New Hampshire office. Tim’s clients benefit from his breadth of knowledge and experience in the investment management industry.

Tim and his wife, Allison and their two children, Finley and Leo, reside in West Newbury, Massachusetts. Tim’s family owns a home on Kennebunk Beach, where they have spent their summers for the past 22 years. Tim enjoys golfing and his entire family enjoys being on the water, either in Kennebunk or in the Newburyport area.

Work Experience

Joined R.M. Davis in 2022
Wellington Management Company, LLP, Client Service and Regulatory Manager, Vice President
Wellington Management Company, LLP, Securities Valuations Manager, Vice President
Wellington Management Company, LLP, Investment Operations Analyst, Assistant Vice President – Boston, MA and global assignment, Sydney AU
State Street Bank & Trust, Client Service Associate

Education

Bentley University, McCallum Graduate School of Business, Master of Business Administration
Rollins College, Bachelor of Science in Economics

Memberships

CFA Society Boston
Essex County (MA) Estate Planning Council

Community Involvement

Seacoast Science Center Board Member
Webhannet Golf Club Finance Committee Member