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Tim Acquaviva

Vice President, Portfolio Manager at Davis R M Inc.

Portsmouth, NH , United States

About

Tim Acquaviva, CFA, is Vice President and Portfolio Manager at R.M. Davis, where he is based in Portsmouth, NH. In his role, he advises high-net-worth individuals and families on comprehensive portfolio management, leveraging his deep expertise in asset allocation and investment strategy. He focuses primarily on multi-asset class portfolios, combining equities, fixed income, and alternative investments to meet clients’ objectives.

Before joining R.M. Davis in September 2022, Tim held several senior positions at Wellington Management, including Vice President, Client Regulatory Manager, and Vice President, Securities Valuation Manager. Through these roles, he developed a robust understanding of regulatory oversight, securities valuation, and institutional portfolio dynamics, contributing to his well-rounded skill set in investment management across global equities and fixed income markets.

Tim holds degrees from Bentley University and Rollins College and is a Chartered Financial Analyst® charterholder. His career reflects a strong commitment to fiduciary excellence and personalized wealth management, especially serving clients in New England. His leadership and technical acumen have positioned him as a trusted advisor in the wealth management sector.

Career History

OrganizationRoleDate RangeDetails
R.M. DavisVice President, Portfolio ManagerSep 2022 to Present
Wellington ManagementVice President, Client Regulatory ManagerFeb 2020 to Sep 2022
Wellington ManagementVice President, Securities Valuation ManagerJul 2018 to Feb 2020
Wellington ManagementPricing Manager - Assistant Vice PresidentJan 2016 to Feb 2020
Wellington Management AustraliaAssistant Vice President Investment OperationsJul 2015 to Dec 2015
Wellington Management AustraliaOperations AnalystFeb 2011 to Jun 2015
Investment Operations
Bentley UniversityGraduate MBA StudentSep 2008 to Dec 2010
State Street BankClient Service AdministratorJul 2008 to Apr 2010
-Administrative duties for a $6 billion client. -Account Reconcliation -Daily Recon of cash and asset inflows/outflows -Account Opening/Closing
Professional GolfAthleteAug 2006 to Feb 2008
Charter Oak Capital ManagementInternMay 2006 to Aug 2006

Education

Bentley University

2008 2010

Rollins College

2003 2006

Skills & Expertise

Bloomberg
Mutual Funds
Investments
Hedge Funds
Equities
Portfolio Management
Fixed Income
Equity Research
Securities
Alternative Investments
Asset Allocation
Asset Management
Bloomberg Terminal
Financial Analysis
Valuation
Finance

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
M
Michael Neff
Portfolio ManagerPortland, ME , 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

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