R.M. Davis
Gregory Cox has over a decade of experience in the financial services industry, currently serving as AVP and Associate Client Advisor at R.M. Davis since April 2021. Prior to this role, Gregory held various titles at Key Private Bank from June 2014 to November 2020, including Associate Relationship Manager and Trust Associate. Experience at KeyBank spanned from June 2012 to June 2014, where responsibilities included Personal Banker and Management Associate roles. Gregory began in the finance sector at Penn Mutual as a Financial Associate from July 2010 to June 2012. A graduate of the University of Southern Maine with a Bachelor of Arts in Economics, Gregory's foundational education includes time at Brookline High School and Hebron Academy.
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.~