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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.

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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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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