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MN

Michael Neff

Portfolio Manager at Davis R M Inc.

Portland, ME , United States

About

Michael J. Neff, CFA, is a Portfolio Manager at R. M. Davis in Portland, Maine, where he oversees investment management, asset allocation, and financial planning for clients. In this capacity, he delivers tailored portfolios and comprehensive wealth management solutions, working closely with individuals and families to meet a range of investment objectives.

He specializes in multi-asset portfolio construction, applying deep experience across equities, fixed income, and alternative investments for high-net-worth clients. Michael has contributed to the firm's thought leadership, including moderating industry discussions on real estate investment and estate planning, underscoring a particular focus on those asset classes.

Prior to joining R. M. Davis in 2020, Michael held senior advisory and portfolio management roles at People's United Bank and Camden National Bank, building expertise in private wealth management and holistic client solutions. He earned a Bachelor of Arts in English from Canisius College and holds the Chartered Financial Analyst (CFA) designation, reflecting his commitment to investment excellence and professional standards.

Career History

OrganizationRoleDate RangeDetails
R. M. DavisPortfolio ManagerSep 2020 to Present
People's United BankSenior Wealth Management AdvisorMar 2018 to Aug 2020
Camden National BankPortfolio Manager, Camden National Wealth ManagementJan 2017 to Mar 2018
KeycorpPortfolio Manager, Key Private BankMar 2013 to Jan 2017
KeycorpCape Elizabeth Branch ManagerApr 2011 to Mar 2013
KeycorpRelationship ManagerOct 2010 to Apr 2011
Bank of AmericaPersonal BankerFeb 2008 to Oct 2010
u.s. Census BureauOffice Operations SupervisorNov 2008 to Jul 2009
CitiPortfolio Compliance SpecialistJan 2007 to May 2007

Education

Canisius College

Bachelor of Arts, English

Others at Davis R M Inc. (9)

NameRoleLocation
Bob Davis
Bob Davis
Vice President and Portfolio ManagerPortland, ME , United States
J
John Doughty
Chief Investment Officer and ShareholderPortland, ME , United States
Matthew McFarland
Matthew McFarland
Principal and Portfolio Manager.Portsmouth, NH , United States
Michael Wood
Michael Wood
Vice President, Portfolio ManagerPortland, ME , United States
Patrick O'Neill
Patrick O'Neill
Senior Securities AnalystPortland, ME , United States
Timothy Malisa
Timothy Malisa
Portfolio Manager and Vice PresidentPortland, ME , United States
William Myrick
William Myrick
AssociatePortland, ME , United States
M
Mark Fernandez
Portfolio ManagerPortland, ME , United States
T
Tim Acquaviva
Vice President, Portfolio ManagerPortsmouth, NH , United States

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