R.M. Davis
Beth Brown-Malia has extensive experience in operations and administration, primarily at R. M. Davis, where positions have included Operations Specialist, Portfolio Administrator, and Administrative Assistant from 2011 to present. Prior experience includes a role as Sales Manager at Staples and various positions at The Disney Store, culminating in Store Manager from 1992 to 2008. Educational qualifications include a Lean Six Sigma Green Belt obtained from the University of Southern Maine in 2019 and a Bachelor of Science in Business Administration from the same institution, completed in 2010.
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.~