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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.

Ryan Carr Joins the R.M. Davis Team

Ryan Carr Joins the R.M. Davis Team

November 29, 2021 -

Ryan Carr has joined R. M. Davis as a Client Services Associate. 

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Greg Cox is Appointed to new USM Board

Greg Cox is Appointed to new USM Board

November 18, 2021 -

Greg Cox has been appointed to a new University of Southern Maine board focusing on diversity in athletics. 

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Kimberly Scofield Joins the R.M. Davis Team

Kimberly Scofield Joins the R.M. Davis Team

October 8, 2021 -

Kimberly Scofield has joined R.M. Davis as our lead receptionist. 

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R.M. Davis is Seeking a Chief Compliance Officer

R.M. Davis is Seeking a Chief Compliance Officer

August 6, 2021 -

We are currently seeking an experienced professional with a successful track record in managing the compliance program of an SEC-Registered Investment Advisory Firm.  

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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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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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