R.M. Davis Announces Key Senior Leadership Promotions
Portland, ME – R.M. Davis, the largest private wealth management firm in northern New England, has bolstered its leadership team with officer promotions across multiple departments.
The firm announced today that the following seven executives have been promoted, effective immediately:
Dean Walker – Chief Operating Officer
George Carr – Managing Director, Portfolio Management
Vince Damasco – Managing Director, Investment Research
Bob Davis – Managing Director, Portfolio Management
Natalie Solotoff – Managing Director, Wealth Management
Michele Whitmore – Managing Director, Client Service
Drew Blaney – Vice President, Finance
Several officers who were previously promoted will also receive Managing Director titles:
The moves are part of an ongoing expansion of the firm’s leadership team in recent years.
Managing Directors will be involved in strategic and operational discussions, including meetings with the Board of Directors.
“We’re thrilled to start the year off by recognizing the thoughtful, forward-thinking leadership that these individuals bring to R.M. Davis,” CEO Geoffrey Alexander said.
“Their influence on decision-making and the overall direction of the firm will be impactful as we move forward.”
The newly promoted officers collectively have nearly 80 years of experience at the firm.
R.M. Davis, with offices in Portland, ME, and Portsmouth, NH, has been providing expert wealth management and related financial services to clients in New England and beyond since 1978. The firm is committed to providing clients with the guidance and confidence to navigate all relevant financial matters to achieve their goals – ultimately helping them manage the business of life.