R.M. Davis
Michael P. Wood, CFA has over 30 years of experience in the finance industry. Michael P. is currently a Vice President and Portfolio Manager at R. M. Davis, a position they have held since 2013. Prior to this, Michael was a Managing Director at CMH Wealth Management, LLC from 2012 to 2013. From 1995 to 2012, they served as the Managing Director at Ram Trust Services, where they were responsible for managing over $525 million in assets under management for trusts, individuals, and high net worth families. Michael also held the position of Vice President and Trust Investment Officer at TD Bank from 1990 to 1995. Michael P. started their career as a Trust Officer at The Boston Company from 1987 to 1990. Throughout their career, Michael has successfully delivered sophisticated investment services, achieved competitive long-term performance, and managed numerous high net worth relationships. Overall, they have consistently demonstrated their expertise in portfolio management and investment strategies.
Michael P. Wood, CFA obtained their Bachelor of Arts degree in History from Boston College, where they attended from 1982 to 1986. Later, they pursued a Masters degree in Business Administration from New Hampshire College and completed it from 1992 to 1994.
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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.~