R.M. Davis
Lisa D. McAuliffe is an experienced financial professional specializing in treasury management and portfolio administration. Currently serving as a Portfolio Administrator at R.M. Davis since November 2020, Lisa previously held roles including Trust Administrator at Portland Trust Company and Treasury Services Officer at Androscoggin Bank. At Androscoggin Bank, responsibilities included acquiring new treasury relationships and increasing revenue through client management. Lisa also managed the cash management services at Northeast Bank, enhancing product offerings and strategies for client retention. Earlier in the career, Lisa worked as Northeast Treasury Manager at KeyBank, leading a team of treasury sales officers across the Northeast and advising clients on complex treasury solutions. Lisa holds a degree from the University of Maine.
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.~