R.M. Davis
Katie Ketner, MBA, currently serves as the Executive Assistant to the President at R.M. Davis, where responsibilities include supporting top executives and chairing the Celebrations Committee to enhance company culture. With over 20 years of experience as the Owner and Certified Newborn Care Specialist at North Light Newborns, Katie has aided families in addressing newborn sleep challenges. Previous roles include Project Coordinator at Bangor Savings Bank, where Katie contributed to a significant production increase and office expansions, and various positions at Ameriprise Financial Services, including Client Service Associate and Marketing Event Coordinator. Katie's entrepreneurial background includes founding Vermont Nanny Connection, LLC, and managing events as the Director of the Orchesis Dance Company at the University of Vermont. Educational credentials include an MBA in Project Management from Southern New Hampshire University and a BS in Business Marketing from the University of Vermont.
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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.~