Matt McFarland
Directeur/Membre du Conseil chez R. M. Davis, Inc.
Profil
Mr. Matthew A.
McFarland, CFA, is Vice President & Portfolio Manager at R.
M.
Davis, Inc. He joined the firm in January 2013 and works in the firm's Portsmouth, New Hampshire office.
His background in both investment management and private banking give him a level of experience and depth to knowledgeably inform and advise his clients.
Mr. McFarland was employed as Senior Vice President by United Bank & Trust, Senior Financial Consultant by Liberty Asset Management Co., Financial Advisor by Prudential Securities, and a Principal by The Support Center, Inc.
Mr. McFarland received his undergraduate degree from St. Anselm College.
He holds the Chartered Financial Analyst designation.
Postes actifs de Matt McFarland
| 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. | Directeur/Membre du Conseil | - |
Anciens postes connus de Matt McFarland
| Sociétés | Poste | Fin |
|---|---|---|
United Bank & Trust
 United Bank & Trust Investment ManagersFinance United Bank & Trust is a locally-owned, independent community bank headquartered in Tecumseh, Michigan. They are a subsidiary of United Bancorp, Inc. United Bank & Trust provides integrated wealth management services, financial and estate planning support and experienced fiduciary services. | Corporate Officer/Principal | 31/12/2012 |
| Banc of America Investment Advisors, Inc. | Corporate Officer/Principal | 31/12/2004 |
| Prudential Securities | Corporate Officer/Principal | - |
The Support Center, Inc.
 The Support Center, Inc. Hospital/Nursing ManagementHealth Services The Support Center, Inc. provides adult medical day treatment services. Its services include therapeutic recreational, medical and health services, nutrition plans, social work and case management services, physical therapy and podiatry, transportation services to and from the center. The company is headquartered in Silver Spring, MD. | Corporate Officer/Principal | - |
Formation de Matt McFarland
| St. Anselm College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
| Prudential Securities | Finance |
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 |
| Banc of America Investment Advisors, Inc. | Finance |
The Support Center, Inc.
The Support Center, Inc. Hospital/Nursing ManagementHealth Services The Support Center, Inc. provides adult medical day treatment services. Its services include therapeutic recreational, medical and health services, nutrition plans, social work and case management services, physical therapy and podiatry, transportation services to and from the center. The company is headquartered in Silver Spring, MD. | Health Services |
United Bank & Trust
United Bank & Trust Investment ManagersFinance United Bank & Trust is a locally-owned, independent community bank headquartered in Tecumseh, Michigan. They are a subsidiary of United Bancorp, Inc. United Bank & Trust provides integrated wealth management services, financial and estate planning support and experienced fiduciary services. | Finance |
