R.M. Davis
Dean Walker started their career as a Trading Assistant at Unum Insurance in 1994. Dean then joined Forum Financial Group in 1999 as a Custody Analyst until 2001. From 2001 to present, Dean has been working at R.M. Davis, first as Vice President of Trading & Data Management and currently as the Chief Operating Officer.
Dean Walker completed a Master of Business Administration (MBA) degree in Business Administration, Management, and Operations from the University of Maine from 2018 to 2021. Prior to that, they earned a Bachelor's degree in Economics from the University of Southern Maine, graduating between 1990 and 1994. In 1989 and 1990, Dean also studied Economics at the University of Missouri-Saint Louis, but did not obtain a degree during that time.
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.~