R.M. Davis
Shannon Roper has over a decade of experience in finance and portfolio management, currently holding a position in Portfolio Management at R. M. Davis since March 2012. Prior to this role, Shannon worked as a Client Service Manager at Ameriprise Financial Services, Inc. from April 2010 to March 2012. Academic credentials include a Bachelor of Science (B.S.) in Finance and Financial Management Services from Johnson & Wales University, obtained in 2010, as well as a high school diploma from Catherine McAuley High School in Portland, ME, completed in 2006.
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.~