R.M. Davis Information
Contact top employees from
R.M. Davis
Summary
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...Show more
Industries
Financial Services
Headquarters Location
Employees Size
100-200 employees
Specialties
Investment Management, Wealth Management, Trust Services, Financial Planning, Personal Affairs Management
Founded
1978
Employees Turnover 2 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at R.M. Davis shows a diverse range of experience levels:
3% have been with the company for less than 1 year6% for 1–2 years17% for 3–4 years11% for 5–7 years14% for 8–10 years50% have over 11 years of service at R.M. DavisEx-employees positions
In Company
In New Company
Contact top employees from
R.M. Davis
Jonathan Wojtkun
Director of Technology and Information Security
Eric Plausteiner
Portfolio Administrator
Katie Ketner
Executive Assistant
Tim Acquaviva
Vice President, Portfolio Manager
Teddy Smith
Assistant Vice President Associate Client Advisor
Margaret Ogilvie
Senior Trust Associate
Drew Blaney
Director of Finance
Katie Ketner
Executive Assistant to the President
Kathleen de Silva
Vice President—Director of Marketing & Communications
Patrick ONeill
Senior Securities Analyst
Maureen Henderson
Personal Affairs
Kim Kalicky
Asst Vice President - Operations & Marketing
Hugh Judge
Retired
Kenleigh Nicoletta
Trust & Wealth Management Services Counsel
Kristen Minervino
Client Services Associate
Mary Ellen Carignan
Senior Client Support Associate
Marianne Loew
Vice President, Client Advisor
Kristin Kesling
Office Associate
Theresa Taplin
Personal Affairs Management Administrator
Michael Davis
Consultant
John Doughty
Chief Investment Officer and Shareholder
Michael Neff
Portfolio Manager
Denise Vigneault
Vice President Human Resources
Caleb DuBois
Vice President, General Counsel & Chief Compliance Officer
Scot Draeger
President
Andrew Livingston
Vice President, Client Advisor
Dean Walker
Chief Operating Officer
Kevin Manning
Senior Fixed Income Trader
Andrew Reynolds
Senior Data Management Analyst
