R.M. Davis
Caleb DuBois currently holds the position of Vice President, General Counsel, and Chief Compliance Officer at R.M. Davis since September 2022. Prior to this role, Caleb served as an Attorney and Shareholder at Bernstein, Shur, Sawyer & Nelson, P.A. from September 2007 to July 2022. Caleb earned a Juris Doctor degree from Northeastern University School of Law between 2004 and 2007 and obtained a Bachelor of Arts in Government, Political Science, and Economics from Bowdoin College from 1998 to 2002.
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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.~