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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| R. M. Davis | Portfolio Manager | Sep 2020 to Present | — |
| People's United Bank | Senior Wealth Management Advisor | Mar 2018 to Aug 2020 | — |
| Camden National Bank | Portfolio Manager, Camden National Wealth Management | Jan 2017 to Mar 2018 | — |
| Keycorp | Portfolio Manager, Key Private Bank | Mar 2013 to Jan 2017 | — |
| Keycorp | Cape Elizabeth Branch Manager | Apr 2011 to Mar 2013 | — |
| Keycorp | Relationship Manager | Oct 2010 to Apr 2011 | — |
| Bank of America | Personal Banker | Feb 2008 to Oct 2010 | — |
| u.s. Census Bureau | Office Operations Supervisor | Nov 2008 to Jul 2009 | — |
| Citi | Portfolio Compliance Specialist | Jan 2007 to May 2007 | — |
Education
Canisius College
Bachelor of Arts, English
Others at Davis R M Inc. (9)
| Name | Role | Location |
|---|---|---|
| Vice President and Portfolio Manager | Portland, ME , United States | |
J John Doughty | Chief Investment Officer and Shareholder | Portland, ME , United States |
| Principal and Portfolio Manager. | Portsmouth, NH , United States | |
| Vice President, Portfolio Manager | Portland, ME , United States | |
| Senior Securities Analyst | Portland, ME , United States | |
| Portfolio Manager and Vice President | Portland, ME , United States | |
| Associate | Portland, ME , United States | |
M Mark Fernandez | Portfolio Manager | Portland, ME , United States |
T Tim Acquaviva | Vice President, Portfolio Manager | Portsmouth, NH , United States |
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J Jay Flower | Portfolio Manager | HM Payson & Co. | Portland, ME , United States |
| Portfolio Manager | Means Investment Co. Inc. | Greenville, SC , United States |