Mike Wood
Membre du Comité d'Investissement chez R. M. Davis, Inc.
Profil
Mr. Michael P.
Wood, CFA MBA, is Vice President & Portfolio Manager at R.
M.
Davis, Inc. He joined the firm in 2013.
He brings a wealth of experience from senior level positions he has held in investment advisory firm management, research analysis, and client service initiatives.
He is a member of the firm's Investment Committee.
Mr. Wood was employed as a Managing Director by Spinnaker Trust, Vice President by TD Bank NA, and Trust Officer by The Boston Co., Inc.
Mr. Wood received his undergraduate degree from Boston College and an MBA from New Hampshire College.
He holds the Chartered Financial Analyst designation.
Postes actifs de Mike Wood
| 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. | Membre du Comité d'Investissement | 01/01/2013 |
Anciens postes connus de Mike Wood
| Sociétés | Poste | Fin |
|---|---|---|
Spinnaker Trust
 Spinnaker Trust Investment ManagersFinance Spinnaker Trust is a trust management firm headquartered in Portland, Maine. The firm was founded in 1970 and formerly known as Ram Trust Services, Inc. Spinnaker Trust offers multiple strategies ranging from broadly based, diversified portfolios built with low-cost Exchange Traded Funds (ETFs) to single stock and bond portfolios, to alternative assets managed both by Spinnaker Trust and third party managers selected and monitored by them. | Head-Equity Investments | - |
The Boston Co. Holding LLC
 The Boston Co. Holding LLC Major BanksFinance The Boston Co. Holding LLC is a company that specializes in commercial banking. The company is based in Pittsburgh, PA. | Corporate Officer/Principal | - |
TD Bank, NA
 TD Bank, NA Major BanksFinance TD Bank NA provides investing and banking services. Its offerings include personal, small banking, and commercial services through online banking, bills payments, mobile banking, savings & deposit, digital payments, loans and lines of credit, treasury and management services, checking accounts, government banking, and leasing and equipment finance. The company was founded in 1852 and is headquartered in Cherry Hill, NJ. | Corporate Officer/Principal | - |
Formation de Mike Wood
| Boston College | Undergraduate Degree |
| Southern New Hampshire University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Spinnaker Trust
Spinnaker Trust Investment ManagersFinance Spinnaker Trust is a trust management firm headquartered in Portland, Maine. The firm was founded in 1970 and formerly known as Ram Trust Services, Inc. Spinnaker Trust offers multiple strategies ranging from broadly based, diversified portfolios built with low-cost Exchange Traded Funds (ETFs) to single stock and bond portfolios, to alternative assets managed both by Spinnaker Trust and third party managers selected and monitored by them. | 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 |
TD Bank, NA
TD Bank, NA Major BanksFinance TD Bank NA provides investing and banking services. Its offerings include personal, small banking, and commercial services through online banking, bills payments, mobile banking, savings & deposit, digital payments, loans and lines of credit, treasury and management services, checking accounts, government banking, and leasing and equipment finance. The company was founded in 1852 and is headquartered in Cherry Hill, NJ. | Finance |
The Boston Co. Holding LLC
The Boston Co. Holding LLC Major BanksFinance The Boston Co. Holding LLC is a company that specializes in commercial banking. The company is based in Pittsburgh, PA. | Finance |