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R.M. Davis

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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 trus... Read more

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Investment Management

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Employees

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Geoffrey Alexander

Chief Executive Officer

Geoffrey Alexander

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Director Of Finance

Michael P. Wood

Vice President, Portfolio Manager

Vice President, Portfolio Manager

Assistant Vice President, Client Services Manager, Operations

Jill Richardson

Assistant Vice President Client Service

Chief Operating Officer

Vice President

Executive Assistant To The President

Assistant Vice President

Portfolio Administrator

Portfolio Administrator

Avp, Associate Client Advisor

William W. Myrick

Associate

Vice President, General Counsel & Chief Compliance Officer

Teams

Portfolio Management

12 members

Finance and Wealth Management

8 members

Leadership Team

6 members

Operations Team

5 members

Client Services Team

3 members

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