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2016-11-13T00:00:00.000Z

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Matthew A. McFarland

Vice President and Portfolio Manager

R. M. Davis Inc

Direct Phone: (603) ***-****       

Email: m***@***.com

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R. M. Davis Inc

24 City Center

Portland, Maine 04101

United States

Company Description

R. M. Davis, Inc. is a nationally recognized wealth management firm located in Portland, Maine. For generations, clients located throughout Northern New England have turned to R. M. Davis for objective, independent financial advice and a wide range of pro ... more

Find other employees at this company (50)

Background Information

Employment History

Wealth Management Market Leader-Senior Vice President

People's United Bank

Senior Financial Consultant

Bank of America Corporation

Affiliations

Financial Advisor
Merrill Lynch & Co. Inc

Member
New Hampshire Estate Planning Council

Treasurer
VicePresident Investment Mgmt People's United Bank

Member
CFA Institute

Financial Advisor
Prudential Securities Private Client Group

Education

BA

Saint Anselm College

Web References (29 Total References)


Search Results

www.rmdavis.com [cached]

Matthew A. McFarland


Our People - Matthew A. McFarland :: R.M. Davis

www.rmdavis.com [cached]

Home>>Our People>>Find A Person>>Matthew A. McFarland

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Matthew A. McFarland, CFA Vice President and Portfolio Manager
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Matthew A. McFarland
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Matthew A. McFarland
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Matthew A. McFarland
Matt holds the Chartered Financial Analyst® designation and works in our Portsmouth, New Hampshire office. His background in both investment management and private banking give him a level of experience and depth to knowledgeably inform and advise his clients. Matt coordinates and conducts our annual Summer School which is geared toward educating the next generation in developing good financial habits.
Matt grew up in Maine and now lives in Portsmouth with his wife, Jill, and two children, Anne and Benjamin.


Meet the R. M. Davis Team of Financial Advisors

www.rmdavis.com [cached]

Matthew A. McFarland, Vice President and Portfolio Manager

16 years experience Matt joined R. M. Davis, Inc. in 2013 as Vice President. Prior to joining R. M. Davis, Inc., Matt was Senior Vice President and Wealth Management Advisor for People's United Bank Wealth Management from 2005-2013, Senior Financial Consultant for Banc of America Investment Services from 2002-2005 and Financial Advisor with Prudential Securities Private Client Group from 1998-2002.


Matthew A. McFarland, Vice President and Portfolio Manager

www.rmdavis.com [cached]

Matthew A. McFarland, Vice President and Portfolio Manager

Matt joined R. M. Davis, Inc. in 2013 as Vice President. Prior to joining R. M. Davis, Inc., Matt was Senior Vice President and Wealth Management Advisor for People's United Bank Wealth Management from 2005-2013, Senior Financial Consultant for Banc of America Investment Services from 2002-2005 and Financial Advisor with Prudential Securities Private Client Group from 1998-2002.
Matt received his BA from Saint Anselm College in 1997 and played on both the baseball and golf teams. Matt is a Level II Candidate in the CFA program and also a member of the New Hampshire Estate Planning Council. Matt has served in various capacities for non-profits including past Treasurer for the New Hampshire Art Association, Saint Patrick School and Families First Health and Support Center.
Matt grew up in Maine and now lives in Portsmouth, New Hampshire with his wife, Jill and their two children Anne and Benjamin. He enjoys skiing, baseball, golf and art.


Matthew A. ...

www.nhepc.org [cached]

Matthew A. McFarland Investment Manager R.M. Davis, Inc. 1 Harbour Place, Suite 390

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