Bob Davis

Bob Davis is Vice President and Portfolio Manager at R.M. Davis, Inc. in Portland, Maine, where he is responsible for designing comprehensive financial solutions and managing investment portfolios for high-net-worth clients. His expertise covers wealth management, cash management, credit analysis, and estate planning, with a strategic focus on personalized portfolios for individuals, families, trusts, and retirement plans.

He brings decades of experience from leadership roles at firms such as KeyBank, where he was Senior Vice President in Private Banking, and H.M. Payson & Co., serving as Relationship Manager. Key sectors covered in his current role include equities, fixed income, and diversified investment strategies tailored for sophisticated client needs.

Bob holds a B.S. in Business Administration from Elmira College, a Certificate of Advanced Study in Financial Planning from Merrimack College, and is a Certified Financial Planner™. Additionally, he is active in professional organizations like the CFA Institute and has demonstrated commitment to both client success and community service through board roles at local nonprofits.