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About
Timothy Malisa is Vice President and Portfolio Manager at R.M. Davis in Portland, Maine, where he provides investment management and financial planning services to individuals, families, and institutional clients. With over 15 years of experience in the financial sector, he is responsible for constructing and managing multi-asset portfolios, developing tailored investment strategies, and ensuring client objectives are actively met.
His expertise spans public equities, fixed income, and alternative investments, with significant experience in portfolio management and trading. During his tenure at Spinnaker Trust, he served as Vice President and Director of Portfolio Management and Trading, where he led investment teams in the execution of disciplined portfolio strategies and implementation of financial technology solutions to enhance efficiency.
Tim holds a BA in Economics from St. Lawrence University and has completed additional leadership development through the Massachusetts Bankers Association. He is known for synthesizing complex portfolio issues into actionable solutions and is committed to continually enhancing investment operations and client service in the wealth management industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| R.M. Davis | Portfolio Manager and Vice President | Aug 2022 to Present | — |
| Spinnaker Trust | Vice President, Director of Portfolio Management and Trading | Jan 2019 to Jul 2022 | — |
| Spinnaker Trust | Director of Portfolio Management and Trading | Jan 2017 to Jul 2022 | — |
| Spinnaker Trust | Senior Portfolio Manager and Head of Trading | Feb 2011 to Jan 2017 | — |
| Eastern Bank | Investment Operations | Oct 2009 to Sep 2010 | — |
| The Standard | Trade Operations | Mar 2007 to Sep 2009 | — |
| Arizona Sun Control Products, Inc. | Commercial Sales Associate | Jul 2006 to Jan 2007 | — |
Education
Saint Lawrence University
BA, Economics
2002 — 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 |
 | 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 |
