Bob Davis
Gestionnaire de Portefeuille-Actions chez R. M. Davis, Inc.
Profil
Mr. Robert M.
Davis is a Vice President & Portfolio Manager at R.
M.
Davis, Inc. He joined R.M.
Davis in 2017 and serves as a portfolio manager at R.M.
Davis, the depth and breadth of his experience allows him to create financial solutions for his clients.
Mr. Davis began his career in the financial services profession in Portland in 1989.
His clientele benefit from his diverse background which includes commercial banking, private banking, and most recently, portfolio management and financial planning.
He was previously employed as a Relationship Manager by H.
M.
Payson & Co.
He received his undergraduate degree from Elmira College.
Postes actifs de Bob Davis
| Sociétés | Poste | Début |
|---|---|---|
R. M. Davis, Inc.
 R. M. Davis, Inc. Investment ManagersFinance R. M. Davis, Inc. (RMD) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Portland, Maine. The firm was founded by Robert M. Davis in 1978. RMD provides investment management and other wealth management services to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and other business entities, municipalities and other governmental entities. | Gestionnaire de Portefeuille-Actions | 01/07/2017 |
Anciens postes connus de Bob Davis
| Sociétés | Poste | Fin |
|---|---|---|
H. M. Payson & Co.
 H. M. Payson & Co. Investment ManagersFinance H.M. Payson & Co. (HM Payson) is an independent, SEC-registered investment advisor headquartered in Portland, Maine. The firm was founded in 1854 by Henry Martyn Payson. They originally specialize in financing public water companies and became nationally known as an underwriter of America’s growing infrastructure. Today, investment advisory and trust services are their exclusive focus. HM Payson provides investment advisory, trust and wealth management services to a wide variety of individuals, trusts, endowments, foundations and retirement plans. | Corporate Officer/Principal | 01/07/2017 |
Formation de Bob Davis
| Elmira College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
R. M. Davis, Inc.
R. M. Davis, Inc. Investment ManagersFinance R. M. Davis, Inc. (RMD) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Portland, Maine. The firm was founded by Robert M. Davis in 1978. RMD provides investment management and other wealth management services to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and other business entities, municipalities and other governmental entities. | Finance |
H. M. Payson & Co.
H. M. Payson & Co. Investment ManagersFinance H.M. Payson & Co. (HM Payson) is an independent, SEC-registered investment advisor headquartered in Portland, Maine. The firm was founded in 1854 by Henry Martyn Payson. They originally specialize in financing public water companies and became nationally known as an underwriter of America’s growing infrastructure. Today, investment advisory and trust services are their exclusive focus. HM Payson provides investment advisory, trust and wealth management services to a wide variety of individuals, trusts, endowments, foundations and retirement plans. | Finance |
