R.M. Davis
Brady Neujahr is a dedicated professional with diverse experience in client relations, financial planning, and administrative assistance. Currently serving as a Client Relationship Associate at R. M. Davis since June 2020, Brady previously worked as an Investment Assistant at HUB International and as a Bookkeeper/Business Development Specialist at nu-yar, where responsibilities included QuickBooks management and creating presentation materials. Internship experience includes roles at Penobscot Financial Advisors, where Brady contributed to financial planning and investment research, and Calabrio, Inc., focusing on documentation and training content. Educational background encompasses degrees in Political Science and Leadership Studies from the University of Southern Maine and Carleton College, along with a brief study at The London School of Economics.
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.~