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Reid Vaile Smith
Portefeuillebeheerder-Aandelen bij R. M. Davis, Inc.
Actieve functies van Reid Vaile Smith
Bedrijven | Functie | Begin | Einde |
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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. | Portefeuillebeheerder-Aandelen | 01-05-2016 | - |
Loopbaan van Reid Vaile Smith
Eerdere bekende functies van Reid Vaile Smith
Bedrijven | Functie | Begin | Einde |
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David Wendell Associates, Inc.
![]() David Wendell Associates, Inc. Investment ManagersFinance David Wendell Associates, Inc. (DWA) is an independent, SEC-registered investment advisor headquartered in Portsmouth, New Hampshire. The firm was founded by David T. Wendell in 1979. DWA fee-only services to individuals and families, trusts, retirement accounts, charitable organizations, businesses and banks. It also provides investment advisory consulting services to a bank trust department, a private trustee firm, two law firms and an investment advisory firm. | Analyst-Equity | 01-03-2007 | 01-04-2016 |
Portefeuillebeheerder-Aandelen | 01-03-2007 | 01-04-2016 | |
TD Banknorth Wealth Management Group
![]() TD Banknorth Wealth Management Group Investment ManagersFinance Founded in 2001, TD Banknorth Wealth Management Group (BWM) is a registered investment advisor headquartered in Portland, Maine. The firm delivers wealth advisory and investment management services to individuals and institutions. In 2006, Hudson United Wealth Management Services Group was merged into BWM. The firm is a subsidiary of Toronto-Dominion Bank (NYSE: TD). | Analyst-Equity | 01-01-2002 | 28-02-2007 |
Portefeuillebeheerder-Aandelen | 01-01-2002 | 28-02-2007 | |
Merrimack Valley Community Foundation | Corporate Officer/Principal | - | 01-01-2000 |
Spinnaker Trust
![]() Spinnaker Trust Investment ManagersFinance Spinnaker Trust is a trust management firm headquartered in Portland, Maine. The firm was founded in 1970 and formerly known as Ram Trust Services, Inc. Spinnaker Trust offers multiple strategies ranging from broadly based, diversified portfolios built with low-cost Exchange Traded Funds (ETFs) to single stock and bond portfolios, to alternative assets managed both by Spinnaker Trust and third party managers selected and monitored by them. | Corporate Officer/Principal | - | - |
Scudder Stevens & Clark Inc | Corporate Officer/Principal | - | - |
McDonald Investments, Inc.
![]() McDonald Investments, Inc. Investment ManagersFinance Gradison McDonald Investments, Inc. (GMI) is the Cincinnati, Ohio-based buyside group of Keybank NA (NYSE: KEY). | Corporate Officer/Principal | - | - |
Opleiding van Reid Vaile Smith
Middlebury College | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 9 |
Operationeel
Corporate Officer/Principal | 4 |
Portfolio Manager-Equities | 3 |
Analyst-Equity | 2 |
Sectoraal
Finance | 7 |
Health Services | 2 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 7 |
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TD Banknorth Wealth Management Group
![]() TD Banknorth Wealth Management Group Investment ManagersFinance Founded in 2001, TD Banknorth Wealth Management Group (BWM) is a registered investment advisor headquartered in Portland, Maine. The firm delivers wealth advisory and investment management services to individuals and institutions. In 2006, Hudson United Wealth Management Services Group was merged into BWM. The firm is a subsidiary of Toronto-Dominion Bank (NYSE: TD). | Finance |
Merrimack Valley Community Foundation | Health Services |
McDonald Investments, Inc.
![]() McDonald Investments, Inc. Investment ManagersFinance Gradison McDonald Investments, Inc. (GMI) is the Cincinnati, Ohio-based buyside group of Keybank NA (NYSE: KEY). | Finance |
Scudder Stevens & Clark Inc | Finance |
David Wendell Associates, Inc.
![]() David Wendell Associates, Inc. Investment ManagersFinance David Wendell Associates, Inc. (DWA) is an independent, SEC-registered investment advisor headquartered in Portsmouth, New Hampshire. The firm was founded by David T. Wendell in 1979. DWA fee-only services to individuals and families, trusts, retirement accounts, charitable organizations, businesses and banks. It also provides investment advisory consulting services to a bank trust department, a private trustee firm, two law firms and an investment advisory firm. | Finance |
Spinnaker Trust
![]() Spinnaker Trust Investment ManagersFinance Spinnaker Trust is a trust management firm headquartered in Portland, Maine. The firm was founded in 1970 and formerly known as Ram Trust Services, Inc. Spinnaker Trust offers multiple strategies ranging from broadly based, diversified portfolios built with low-cost Exchange Traded Funds (ETFs) to single stock and bond portfolios, to alternative assets managed both by Spinnaker Trust and third party managers selected and monitored by them. | Finance |
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 |
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