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Boats tied to a doc
Tim Acquaviva, CFA
Vice President, Client Advisor
Portsmouth, NH
Tim Acquaviva
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Erin C. McCrossin
Client Relationship Associate
Erin McCrossin
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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