R.M. Davis
Caitlin Damon has a diverse range of work experience, starting in 2007 with R.M. Davis. Caitlin began as an Administrative Assistant and then progressed to Portfolio Administrator, Senior Portfolio Administrator, and most recently Assistant Vice President. In 2018, they co-founded Damon Distributions with their husband, where they served as Co-Owner and Treasurer. In this role, they collaborated with Peet's Coffee and Tea to establish the corporation, managed bookkeeping and record retention practices, and implemented processes for administrative and financial tasks using QuickBooks.
Caitlin Damon completed their Bachelor's degree in Business Administration and Management, focusing on General studies, from Saint Joseph's College. Caitlin then went on to pursue a Master of Business Administration (MBA) degree in Business Administration and Management, General from the University of Maine Graduate School.
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.~