Eric Plausteiner

Portfolio Administrator at R.M. Davis

Eric Plausteiner is a seasoned financial professional with a diverse background in portfolio administration and relationship management. Currently serving as a Portfolio Administrator at R.M. Davis since July 2022, Eric previously held positions including Relationship Manager at Richard Brothers Financial Advisors and AVP, Premier Advisor at Citizens Bank. Additional experience includes roles as an Account Executive at Guideline, Financial Advisor at Merrill Lynch Wealth Management, and Financial Professional at Prudential Financial. Eric began a career in finance with a position as a Collections Specialist at Camden National Bank. Eric holds a Bachelor's Degree in Environmental Economics and Natural Resource Management from the University of Rhode Island.

Location

Portland, United States

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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.~


Employees

51-200

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