Mal Davis
Directeur/Bestuurslid bij Sweetser
Profiel
Mr. Robert M.
Davis is Chief Executive Officer & Portfolio Manager at R.
M.
Davis, Inc. He is on the Board of Directors at Sweetser.
He founded the company in 1978 with a clear vision of wanting to provide investment counsel and financial planning services to folks who lived in or had a connection to Maine.
He is responsible for strategic planning and business initiatives of the firm and has managed many client portfolios from the outset.
He is involved in the highest level of the firm’s leadership as chairperson of the owner group, and on the Executive Committee, the Investment Committee, and the Best Practices Committee.
Mr. Davis was previously employed as a Member by The Charles Schwab Corp.
He also served on the board at Home for the Aged.
Mr. Davis received his undergraduate degree from Hobart & William Smith Colleges and an MBA from Cornell University.
Actieve functies van Mal Davis
| Bedrijven | Functie | Begin |
|---|---|---|
Sweetser
 Sweetser Miscellaneous Commercial ServicesCommercial Services Sweetser provides behavioral healthcare services for children, adults and families. It offers services that address emotional disturbances, mental illnesses, behavioral disorders and learning disabilities through a network of educational programs, preventive services, community-support services, residential homes and outpatient services. The company was founded in 1828 and is headquartered in Saco, ME. | Directeur/Bestuurslid | - |
Eerdere bekende functies van Mal Davis
| Bedrijven | Functie | Einde |
|---|---|---|
R. M. Davis, Inc.
 R. M. Davis, Inc. Investment ManagersFinance R. M. Davis, Inc. (RMD) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Portland, Maine. The firm was founded by Robert M. Davis in 1978. RMD provides investment management and other wealth management services to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and other business entities, municipalities and other governmental entities. | Algemeen Directeur | 01-01-2020 |
| CHARLES SCHWAB | Corporate Officer/Principal | - |
Home for the Aged
 Home for the Aged Medical/Nursing ServicesHealth Services Home for the Aged (Maine) provides independent and assisted living for the elderly of Greater Portland. It offers meals, social activities, transportation, an on-site commissary and assisted living services. The company was founded in 1881 and is headquartered in Portland, ME. | Corporate Officer/Principal | - |
Opleiding van Mal Davis
| Hobart & William Smith Colleges | Undergraduate Degree |
| Cornell University | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Beursgenoteerde bedrijven | 1 |
|---|---|
| CHARLES SCHWAB | Finance |
| Bedrijven in privébezit | 3 |
|---|---|
R. M. Davis, Inc.
R. M. Davis, Inc. Investment ManagersFinance R. M. Davis, Inc. (RMD) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Portland, Maine. The firm was founded by Robert M. Davis in 1978. RMD provides investment management and other wealth management services to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and other business entities, municipalities and other governmental entities. | Finance |
Sweetser
Sweetser Miscellaneous Commercial ServicesCommercial Services Sweetser provides behavioral healthcare services for children, adults and families. It offers services that address emotional disturbances, mental illnesses, behavioral disorders and learning disabilities through a network of educational programs, preventive services, community-support services, residential homes and outpatient services. The company was founded in 1828 and is headquartered in Saco, ME. | Commercial Services |
Home for the Aged
Home for the Aged Medical/Nursing ServicesHealth Services Home for the Aged (Maine) provides independent and assisted living for the elderly of Greater Portland. It offers meals, social activities, transportation, an on-site commissary and assisted living services. The company was founded in 1881 and is headquartered in Portland, ME. | Health Services |
