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Marianne L

CFA®

Portsmouth, NH

R M Davis Inc

Marianne Loew is a CFA® charterholder with three years of industry experience. She currently works at R.M. Davis, Inc. and has previously held roles at The Colony Group, LLC, Bar Harbor Wealth Management, and Ledyard Financial Advisors. R.M. Davis, Inc. is an independent, SEC-registered investment adviser that provides customized investment management, financial planning, and wealth management services to individuals, high-net-worth families, trusts, pension plans, corporations, and municipal entities. The firm emphasizes a long-term, discipline-oriented investment philosophy and offers specialized trustee and trust administration services.

Wealth management Medicare planning
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Timothy A

CFA®

Portsmouth, NH

R M Davis Inc

Timothy Acquaviva is a CFA® charterholder with three years of industry experience. He has worked at R.M. Davis, Inc. since 2022 and previously spent eleven years at Wellington Management Company, LLP. R.M. Davis, Inc. is an independent, SEC-registered investment adviser serving individuals, high-net-worth families, trusts, pension plans, corporations, and some governmental entities. The firm emphasizes a long-term, discipline-oriented investment philosophy and offers a broad range of wealth management services, including trustee and trust administration.

Wealth management Medicare planning
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