PORTSMOUTH, N.H., and PORTLAND, Maine – R.M. Davis, Inc., northern New England’s largest independent nationally recognized wealth management firm, recently signed a lease on office space at One Harbour Place in Portsmouth.
Entering this new market demonstrates the company’s strong commitment to deliver its signature blend of personal service and attention for existing and prospective clients. Two of the firm’s seasoned financial professionals plan to transition their offices to the new space later this month.
Michael Hanlon and Matthew McFarland, both with client relationships in the Portsmouth area and a cumulative 30 years of experience as wealth and investment managers, will staff the new location.
“This is an exciting and important first-time investment for our employee-owned company that supports the demand we are seeing for our level of discretionary services,” said Robert “Mal” Davis, company founder and CEO whose family roots in York span centuries.
“This move brings us closer to our expanding client base in the Seacoast and North Shore markets, provides new opportunities for growth and allows us to increase our involvement in the local community. More importantly, it addresses a need in that market for a strong investment advisory firm of our scale, depth and experience.”
R. M. Davis is known for its time-tested investment discipline, comprehensive financial planning and wealth management counsel, and professional trust services. Beyond its Portland, Maine headquarters, this new office will be the company’s only other location. Entering Portsmouth is not part of a larger expansion strategy.
About Michael Hanlon
Hanlon is a Vice President & Portfolio Manager joining R. M. Davis in 2008. A native of Lynn, Massachusetts and a resident of Kittery Point, Maine, Hanlon has been helping clients from Northern New England manage their financial assets for more than a dozen years. An active member of the Seacoast community, Hanlon serves on several boards or committees, including the Strawbery Banke Museum Board of Trustees and York Hospital’s Investment Committee. Hanlon is a member of the CFA Institute, the Leadership Seacoast Class of 2009 and the Boston Security Analysts Society. He also taught graduate-level investment and finance courses as an adjunct lecturer for the Whittemore School of Business and Economics at the University of New Hampshire. A graduate of Bentley University, Hanlon holds an MBA from the University of New Hampshire; he and his wife have two children.
About Matthew McFarland
McFarland, also Vice President & Portfolio Manager, has extensive experience in the wealth management field. In that time, he established himself as a trusted advisor for many individuals and families in Seacoast New Hampshire and Eastern Massachusetts A Level II Candidate in the CFA program and a member of the New Hampshire Estate Planning Council, McFarland served in various capacities for a number of nonprofits, including the New Hampshire Art Association, the St. Patrick School and the Families First Health and Support Center. A resident of Portsmouth and a graduate of Saint Anselm College, McFarland and his wife have two children.
About R. M. Davis, Inc.
R. M. Davis, Inc. is a nationally recognized wealth management firm with offices in Portland, Maine and Portsmouth, New Hampshire. For generations, clients located throughout Northern New England have turned to R. M. Davis for professional financial asset management, as well as related services such as the personalized management of a client’s day-to-day financial affairs, comprehensive financial planning, and professional trust management. The R. M. Davis team simplifies clients’ lives as the “Family CFO” through an integrated, problem-solving approach to the accumulation, protection and transition of their wealth. Visit www.rmdavis.com for details.
Contact: Kelsey Goldsmith