Portland, ME One Portland Square Office

Michael Neff is a CFA® charterholder and Series 63 licensee with seven years of industry experience. He is currently with R.M. Davis Inc, where he has worked since 2020. His prior experience includes roles at People's United Advisors, People's United Bank, Camden National Wealth Management, Key Investment Services LLC, and KeyBank. R.M. Davis Inc is an independent, employee-owned investment adviser managing approximately $8.15 billion in client assets. The firm serves individuals, high-net-worth families, trusts, pension plans, corporations, and governmental entities, offering customized investment management, financial planning, trustee and trust administration, and personal affairs management. The firm emphasizes a long-term, discipline-oriented investment philosophy and incorporates AI tools under human oversight within its research process.

Michael Wood is a CFA® charterholder with 25 years of experience in the financial services industry. He has been with R.M. Davis, Inc. since 2013 and previously worked at CMH Wealth Management, LLC and RAM Trust Services Inc. R.M. Davis, Inc. is an independent, SEC-registered investment adviser serving individuals, high-net-worth families, trusts, pension plans, corporations, and governmental entities. The firm manages approximately $8.15 billion in client assets and employs a long-term, discipline-oriented investment approach emphasizing customized asset allocations across equities, fixed income, mutual funds, and ETFs.

Matthew Mcfarland is a financial advisor at R.M. Davis, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including People's Securities, Inc., Chittenden Securities, LLC, Banc of America Investment Services, Inc., and Quick & Reilly, Inc. since beginning his career in 2003. R.M. Davis, Inc. is an independent, SEC-registered investment adviser serving individuals, high-net-worth families, trusts, pension plans, corporations, and governmental entities. The firm employs a disciplined, long-term investment approach with customized asset allocations and offers comprehensive wealth management services, including trustee and trust administration roles.

Vincent Damasco is a CFA® charterholder based in Portland, ME, with 15 years of industry experience. He has been with R.M. Davis, Inc. since 2011, following a brief tenure at The Colony Group, LLC. R.M. Davis, Inc. is an independent, SEC-registered investment adviser managing approximately $8.15 billion in client assets as of year-end 2025. The firm serves a diverse clientele including individuals, high-net-worth families, trusts, pension plans, corporations, and governmental entities, offering customized investment management and wealth planning with a focus on long-term, disciplined strategies.

Dean Walker is a financial advisor with R.M. Davis, Inc. in Portland, ME, holding a Series 65 designation and bringing 10 years of industry experience. He has been with R.M. Davis, Inc. since 2001. Outside of advising, he serves as president and managing partner of Paramount Properties Group, LLC, where he oversees accounting and tenant maintenance. R.M. Davis, Inc. is an independent, SEC-registered investment adviser managing approximately $8.15 billion in client assets as of December 31, 2025. The firm offers customized investment management and wealth planning services to individuals, families, trusts, pension plans, corporations, and governmental entities, emphasizing a long-term, discipline-oriented investment philosophy.

George Carr is a financial advisor at R.M. Davis, Inc. in Portland, ME, holding a Series 65 designation with 11 years of industry experience. He has been with R.M. Davis, Inc. since 2015 and previously worked at Old North Advisors, LLC and Federal Street Advisors Inc in 2015. 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, disciplined investment approach with customized asset allocations across equities and fixed income, and offers a broad range of wealth management services including trustee and trust administration.

Kevin Manning is a Series 65-credentialed financial advisor with R.M. Davis, Inc. in Portland, ME, where he has worked since 2015. He has four years of industry experience. R.M. Davis, Inc. is an independent, SEC-registered investment adviser serving individuals, high-net-worth families, trusts, pension plans, corporations, and governmental entities. The firm offers customized asset allocation and wealth management services, with a long-term, disciplined investment approach and notable involvement in municipal and trust advisory roles.

Gregory Cox is a CFP® professional with over 12 years of experience in the financial industry, currently serving as an advisor at R M Davis Inc since 2021. Prior to joining R M Davis Inc, he worked at Key Bank for a decade. R.M. Davis, Inc. is an independent, SEC-registered investment adviser providing investment management, financial planning, and wealth management services to individuals, families, trusts, pension plans, corporations, and governmental entities. The firm uses a long-term, discipline-oriented investment approach with customized asset allocations and emphasizes operational governance and risk management.

John Leonard IV is a CFP® with nine years of industry experience, currently serving as a financial advisor at R.M. Davis, Inc. He has previously worked at Spinnaker Trust and J.P. Morgan Chase Bank. R.M. Davis, Inc. is an independent, SEC-registered investment adviser managing approximately $8.15 billion in client assets as of December 31, 2025. The firm offers customized investment management and comprehensive wealth services to individuals, high-net-worth families, trusts, pension plans, corporations, and municipal entities, emphasizing a disciplined, long-term investment philosophy with a focus on governance and operational risk management.

Edward Smith is a CFP® and holds a Series 66 license, with eight years of experience in the financial services industry. He has worked at firms including Morgan Stanley Smith Barney LLC, Bank of America, Merrill, The Colony Group, and Eaton Vance Management prior to joining R.M. Davis, Inc. in 2024. R.M. Davis, Inc. is an independent, SEC-registered investment adviser offering investment management, financial planning, and wealth management services to individuals, high-net-worth families, trusts, pension plans, corporations, and governmental entities. The firm employs a long-term, discipline-oriented investment approach with customized asset allocations and manages roughly $8.15 billion in client assets.

Andrew Livingston is a CFP® and CFA® with three years of industry experience. He is currently an advisor at R M Davis Inc and previously worked at Camden National Bank and Key Private Bank. R M Davis Inc is an independent, SEC-registered investment adviser that serves individuals, high-net-worth families, trusts, pension plans, corporations, and governmental entities. The firm focuses on customized asset allocations and a disciplined, long-term investment philosophy, managing approximately $8.15 billion in client assets as of year-end 2025.

Timothy Malisa is a financial advisor with R M Davis Inc in Portland, Maine, holding a Series 65 designation and bringing four years of industry experience. Prior to joining R M Davis in 2022, he spent eleven years at Spinnaker Trust. Outside of his advisory role, Mr. Malisa is a partner in Nedrow Holdings LLC, an investment-related company involved in sourcing and managing certain real estate investment opportunities. R M Davis Inc is an independent, SEC-registered investment adviser serving individuals, high-net-worth families, trusts, pension plans, corporations, and governmental entities. The firm offers customized asset allocation and comprehensive wealth management services, emphasizing a long-term, discipline-oriented investment philosophy with an operational focus on governance and risk management.

Robert Davis is a CFP® professional at R M Davis Inc with 12 years of industry experience. He worked at HM Payson & Co for four years before joining R M Davis in 2017. 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 offers customized asset allocations across equities, fixed income, mutual funds, and ETFs, emphasizing a long-term, discipline-oriented philosophy and providing services that include trustee and trust administration as well as personal affairs management.