R.M. Davis
Michael Neff, CFA, currently serves as a Portfolio Manager at R. M. Davis, a position held since September 2020. Prior to this role, Michael was a Senior Wealth Management Advisor at People's United Bank, N.A. from March 2018 to August 2020, and has held several portfolio management roles including at Camden National Bank and Key Corporate Bank. Michael's career began as a Personal Banker at Bank of America and included a position as an Office Operations Supervisor at the US Census Bureau. Michael also worked as a Portfolio Compliance Specialist at Citigroup Global Transaction Services. Michael holds a Bachelor of Arts in English from Canisius University.
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.~