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The Latest News

Read the latest news about the region’s leading independent advisory firm, including our thoughts on the economic environment, additions to our growing team, and recognition from respected sources covering the financial industry, such as Barron’s magazine—see below.

Drew Blaney, CPA, MST Joins R.M. Davis

Drew Blaney, CPA, MST Joins R.M. Davis

April 12, 2021 -

We welcome Drew to our firm as our Assistant Vice President - Finance Manager.  

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Michael P. Wood, CFA Becomes an R.M. Davis Shareholder

Michael P. Wood, CFA Becomes an R.M. Davis Shareholder

April 5, 2021 -

We are proud to announce that Michael Wood, Vice President and Portfolio Manager, has become a shareholder of R.M. Davis and joined our Board of Directors. 

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Natalie Solotoff, J.D., CPA/PFS Becomes the Director of Wealth Management Services

Natalie Solotoff, J.D., CPA/PFS Becomes the Director of Wealth Management Services

March 30, 2021 -

In her new role as Director of Wealth Management Services, Natalie takes over leadership of our expanded department whose offering includes retirement, financial, and tax planning, as well as Medicare, Social Security and insurance analysis. The Wealth Management group includes our Trust & Estates team. 

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Denise Vigneault, PHR is Promoted

Denise Vigneault, PHR is Promoted

March 25, 2021 -

We congratulate Denise on her promotion to Vice President of Human Resources.

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Nationally Ranked by Barron's

Nationally Ranked by Barron's

January 4, 2021 -

R.M. Davis is pleased to be recognized as one of America’s top Registered Investment Advisory firms by Barron’s, a leading source of financial news. The Barron’s annual list of the top 100 RIA firms in the U.S. is based on an extensive survey and verification process to identify the Top Advisors nationwide. 

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Lisa McAuliffe, CTP Joins Our Team

Lisa McAuliffe, CTP Joins Our Team

December 20, 2020 -

We welcome Lisa McAuliffe, CTP to our Portfolio Administration team.  Lisa’s role is working with clients and their other professionals on all operational and administrative matters pertaining to their financial picture. She is a Certified Treasury Professional and comes to us with substantial experience in the banking field.

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