R.M. Davis
Andrew Reynolds is a highly experienced finance professional with a solid background in data management and analysis. Currently serving as a Senior Data Management Analyst and previously as a Data Management Administrator at R.M. Davis since January 2020, Andrew has demonstrated expertise in managing high-value portfolios, optimizing reporting tools, and improving data accuracy. Experience at Key Corporate & Commercial Bank involved oversight of approximately $400 million in investments, while roles at Alesco Advisors LLC focused on operational efficiency and reconciliation processes. Additional roles in financial analysis and operations were held at Stoneyard Brewing Company, along with earlier experience as a Finance Intern. Andrew holds a Bachelor of Science in Finance from SUNY Brockport.
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R.M. Davis
Families, foundations and institutions deserve a wealth partner who thinks in decades, not days. R. M. Davis embraces this mindset. We take pride in helping our clients build enduring legacies since our founding in 1978. Today, with more than $4 billion in assets under management, we are the trusted partner to discerning individuals and organizations seeking quality advice from an experienced firm. We provide a broad complement of wealth services and solutions, spanning across all wealth and life stages. We offer investment management, trust and estate services, financial planning, and personal affairs management. The R.M. Davis experience is different. When it comes to our clients' wealth, we are their first call. We know their hopes, dreams and fears -- and provide guidance along the journey of life. We're just as likely to meet with clients around their kitchen table as we are in a conference room. We continuously strive for better. We want to be better colleagues, better partners to our clients, and and better members of our community. Come visit us in our Portland or Portsmouth offices. Or better yet, let's meet at your kitchen table. Call us today to learn more. ~R.M. Davis does not accept endorsements, testimonials, or recommendations.~