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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| R.M. Davis | Vice President, Portfolio Manager | Sep 2022 to Present | — |
| Wellington Management | Vice President, Client Regulatory Manager | Feb 2020 to Sep 2022 | — |
| Wellington Management | Vice President, Securities Valuation Manager | Jul 2018 to Feb 2020 | — |
| Wellington Management | Pricing Manager - Assistant Vice President | Jan 2016 to Feb 2020 | — |
| Wellington Management Australia | Assistant Vice President Investment Operations | Jul 2015 to Dec 2015 | — |
| Wellington Management Australia | Operations Analyst | Feb 2011 to Jun 2015 | Investment Operations |
| Bentley University | Graduate MBA Student | Sep 2008 to Dec 2010 | — |
| State Street Bank | Client Service Administrator | Jul 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 Golf | Athlete | Aug 2006 to Feb 2008 | — |
| Charter Oak Capital Management | Intern | May 2006 to Aug 2006 | — |
Education
Bentley University
2008 — 2010
Rollins College
2003 — 2006
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 |
| 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 |
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 |