Mal Davis
Directeur/Membre du Conseil chez Sweetser
Profil
Mr. Robert M.
Davis is Chief Executive Officer & Portfolio Manager at R.
M.
Davis, Inc. He is on the Board of Directors at Sweetser.
He founded the company in 1978 with a clear vision of wanting to provide investment counsel and financial planning services to folks who lived in or had a connection to Maine.
He is responsible for strategic planning and business initiatives of the firm and has managed many client portfolios from the outset.
He is involved in the highest level of the firm’s leadership as chairperson of the owner group, and on the Executive Committee, the Investment Committee, and the Best Practices Committee.
Mr. Davis was previously employed as a Member by The Charles Schwab Corp.
He also served on the board at Home for the Aged.
Mr. Davis received his undergraduate degree from Hobart & William Smith Colleges and an MBA from Cornell University.
Postes actifs de Mal Davis
| Sociétés | Poste | Début |
|---|---|---|
Sweetser
 Sweetser Miscellaneous Commercial ServicesCommercial Services Sweetser provides behavioral healthcare services for children, adults and families. It offers services that address emotional disturbances, mental illnesses, behavioral disorders and learning disabilities through a network of educational programs, preventive services, community-support services, residential homes and outpatient services. The company was founded in 1828 and is headquartered in Saco, ME. | Directeur/Membre du Conseil | - |
Anciens postes connus de Mal Davis
| Sociétés | Poste | Fin |
|---|---|---|
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. | Directeur Général | 01/01/2020 |
| CHARLES SCHWAB | Corporate Officer/Principal | - |
Home for the Aged
 Home for the Aged Medical/Nursing ServicesHealth Services Home for the Aged (Maine) provides independent and assisted living for the elderly of Greater Portland. It offers meals, social activities, transportation, an on-site commissary and assisted living services. The company was founded in 1881 and is headquartered in Portland, ME. | Corporate Officer/Principal | - |
Formation de Mal Davis
| Cornell University | Masters Business Admin |
| Hobart & William Smith Colleges | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| CHARLES SCHWAB | Finance |
| Entreprise privées | 3 |
|---|---|
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 |
Home for the Aged
Home for the Aged Medical/Nursing ServicesHealth Services Home for the Aged (Maine) provides independent and assisted living for the elderly of Greater Portland. It offers meals, social activities, transportation, an on-site commissary and assisted living services. The company was founded in 1881 and is headquartered in Portland, ME. | Health Services |
Sweetser
Sweetser Miscellaneous Commercial ServicesCommercial Services Sweetser provides behavioral healthcare services for children, adults and families. It offers services that address emotional disturbances, mental illnesses, behavioral disorders and learning disabilities through a network of educational programs, preventive services, community-support services, residential homes and outpatient services. The company was founded in 1828 and is headquartered in Saco, ME. | Commercial Services |