R.M. Davis Announces New Hires and Promotions
R.M. Davis, a leading private wealth management firm in northern New England, has bolstered its team with the following new hires and promotions:
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Erin McCrossin, Client Relationship Associate Eric McCrossin has been hired as a Client Relationship Associate (CRA). CRAs work closely with Client Advisors on all operational matters. Prior to joining R.M. Davis, Erin was an Operations Specialist at Empress Investment Group |
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Sophia Spina, Client Relationship Associate Sophia Spina has been hired as a Client Relationship Associate (CRA). CRAs work closely with Client Advisors on all operational matters. Prior to joining R.M. Davis, Sophia was a Client Service Associate at Clearstead Trust. |
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Marianne Loew, CFA, Vice President and Client Advisor Marianne Loew, CFA, Vice President and Client Advisor, provides personalized financial planning counsel and portfolio management services. Marianne has over 25 years of experience in the financial industry. Prior to joining R.M. Davis, Marianne was a Senior Portfolio Manager at The Colony Group in Concord, NH. |
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Thomas Thu, Data and IT Support Analyst Thomas Thu, Data and IT Support Analyst focuses primarily on ensuring the integrity of our financial data. Previously, Tom was a supervisor, Advanced Technology, Cloud Operations at Medical Information Technology, Inc. |
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Alexandra Scott, Estate Associate Alexandra Scott, Estate Associate is responsible for the administration of deceased clients’ accounts. Previously, Alexandra was a Paraplanner®, Portfolio Administrator at HeadInvest. |
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Beth Brown-Malia, Operations Manager Beth Brown-Malia has been promoted from Operations Analyst to Assistant Vice President, Operations Manager. She is responsible for day-to-day management of the Operations Department including projects and data management work. |