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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.

Caitlin Damon has become a Team Leader

Caitlin Damon has become a Team Leader

June 9, 2021 -

We congratulate Caitlin on her promotion as a Team Leader of our Portfolio Administrator group.

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We're Hiring!

We're Hiring!

June 2, 2021 -

We have three open positions in our Portland, Maine office:  Securities Analyst, Client Services Associate, and Receptionist.

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Michele Whitmore is Promoted

Michele Whitmore is Promoted

May 13, 2021 -

We congratulate Michele on her promotion to Vice President of Portfolio Administration.

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Greg Cox Joins R.M. Davis

Greg Cox Joins R.M. Davis

April 30, 2021 -

We are thrilled that Greg Cox has joined our firm as a Portfolio Administrator.

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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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