R.M. Davis
Susan Gallant is an experienced financial services professional with a career spanning over two decades. Currently serving as a Portfolio Administrator at R. M. Davis since September 2018, Susan plays a key role in portfolio management. Prior to this, Susan held several significant positions at Foreside Financial Group from August 2008 to May 2018, including Managing Director of Relationship Management, overseeing client service for mutual and private funds, and serving as Client Service Manager responsible for new client implementations. Susan's earlier experience includes a role as AVP - Account Manager in Client Management at Citi from May 1998 to May 2008 and involvement in Relationship Management at Forum Financial Group during the same period. Susan studied at the University of Southern Maine.
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.~