You're signed outSign in or to get full access.
About
Michael P. Wood, CFA, serves as Principal and Client Advisor at R. M. Davis in Portland, Maine, where he is responsible for portfolio management, wealth management, and personalized investment planning for high-net-worth clients. In his role, he leads a team that designs and implements tailored strategies across major asset classes, including equities, fixed income, and alternative investments, with a focus on long-term preservation and growth of client capital.
He brings over three decades of industry experience, having previously served as Managing Director at both CMH Wealth Management, LLC, and Ram Trust Services prior to joining R. M. Davis in 2013. His expertise spans investment advisory firm management, research analysis, and comprehensive client service, positioning him as a trusted advisor within the wealth management sector.
Mr. Wood holds a Master of Business Administration from New Hampshire College and a Bachelor of Arts in History from Boston College. Recognized for his client-centric approach, he is known for developing customized multi-asset portfolios and providing investment leadership to individuals, families, and institutions throughout New England.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| R. M. Davis | Vice President, Portfolio Manager | Jan 2013 to Present | — |
| CMH Wealth Management, LLC | Managing Director | Jun 2012 to Jan 2013 | — |
| Ram Trust Services | Managing Director | Jan 1995 to May 2012 | Member, Board of Directors and Investment Committee * Head of Portfolio Management Group with over $525 million in assets under management for trusts, individuals and high net worth families. * Delive... |
| TD Bank | Vice President and Trust Investment Officer | Jan 1990 to Jan 1995 | Founding member of Portland based trust and investment division. * Successfully leveraged firm's investment management and trust capabilities to capitalize on new market opportunity. * Managed numerou... |
| The Boston Company | Trust Officer | Jan 1987 to Jan 1990 | Specialized in large, globally diversified family trusts. * Trained in all aspects of portfolio management, trusts and high net worth client |
Education
New Hampshire College
Masters, Business Administration
1992 — 1994
Boston College
Bachelor of Arts, History
1982 — 1986
Skills & Expertise
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 |
M Michael Neff | 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 |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
 | Portfolio Manager | HM Payson & Co. | Brunswick, ME , United States |
J Jay Flower | Portfolio Manager | HM Payson & Co. | Portland, ME , United States |
 | Portfolio Manager | Means Investment Co. Inc. | Greenville, SC , United States |
