Matthew McFarland

Matthew A. McFarland, CFA, is Principal and Portfolio Manager at R.M. Davis, overseeing advisory and investment management responsibilities from the firm's Portsmouth, NH office. He is a member of the firm’s Board of Directors and uses his background in investment management and private banking to lead client engagement and portfolio oversight, particularly focused on high-net-worth individuals and family wealth management.

McFarland’s expertise centers on diversified portfolio management with a particular emphasis on equities, fixed income, and multi-asset strategies catered to individuals, families, and small businesses. His approach integrates financial planning and estate coordination for clients in Maine and New Hampshire, with an active involvement in educational programs designed to build financial literacy and intergenerational wealth stewardship.

Before joining R.M. Davis in 2013, he held senior leadership and consulting roles at Bank of America and People’s United Bank, bringing over two decades of industry experience. McFarland holds the Chartered Financial Analyst® designation and earned a Bachelor of Arts in Political Science and Economics from Saint Anselm College. He is active in professional societies, including the CFA Institute and New Hampshire Estate Planning Council, and has served on several nonprofit boards, demonstrating his commitment both to investment excellence and community engagement.