Profile
Mr. Matthew A. McFarland, CFA, is a Principal & Client Advisor at R.
M.
Davis, Inc. He is on the Board of Directors at R.
M.
Davis, Inc. He joined the firm in January 2013 and works in the firm's 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.
Mr. McFarland was employed as Senior Vice President by United Bank & Trust, Senior Financial Consultant by Liberty Asset Management Co., Financial Advisor by Prudential Securities, and a Principal by The Support Center, Inc.
Mr. McFarland received his undergraduate degree from St. Anselm College.
He holds the Chartered Financial Analyst designation.
Matt McFarland active positions
| Companies | Position | Start |
|---|---|---|
R. M. Davis, Inc.
R. M. Davis, Inc. Investment ManagersFinance RMD is an active, long-term investor that utilizes a blended style approach through investments in companies of various market capitalizations, but typically with an emphasis on large- and mid-cap companies. The firm primarily invests in individual equities (including American Depository Receipts for non-United States companies), individual fixed income securities (bonds and certificates of deposit) and international equity mutual and/or exchange traded funds, primarily traded on United States stock exchanges or available through US-based transfer agents. | Director/Board Member | - |
Former positions of Matt McFarland
| Companies | Position | End |
|---|---|---|
United Bank & Trust
United Bank & Trust Investment ManagersFinance United Bank & Trust 's investment management strategy is based on the concept of asset allocation. The firm manages your diversified portfolios comprised of stocks, bonds, mutual funds and ETFs. | Corporate Officer/Principal | 31/12/2012 |
Banc of America Investment Advisors, Inc.
Banc of America Investment Advisors, Inc. Investment ManagersFinance Provides investment advisement services | Corporate Officer/Principal | 31/12/2004 |
Prudential Securities
Prudential Securities Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
The Support Center, Inc.
The Support Center, Inc. Hospital/Nursing ManagementHealth Services Provides nursing services | Corporate Officer/Principal | - |
Training of Matt McFarland
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Prudential Securities
Prudential Securities Investment Banks/BrokersFinance Provides brokerage services | Finance |
R. M. Davis, Inc.
R. M. Davis, Inc. Investment ManagersFinance RMD is an active, long-term investor that utilizes a blended style approach through investments in companies of various market capitalizations, but typically with an emphasis on large- and mid-cap companies. The firm primarily invests in individual equities (including American Depository Receipts for non-United States companies), individual fixed income securities (bonds and certificates of deposit) and international equity mutual and/or exchange traded funds, primarily traded on United States stock exchanges or available through US-based transfer agents. | Finance |
St. Anselm College
St. Anselm College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Banc of America Investment Advisors, Inc.
Banc of America Investment Advisors, Inc. Investment ManagersFinance Provides investment advisement services | Finance |
The Support Center, Inc.
The Support Center, Inc. Hospital/Nursing ManagementHealth Services Provides nursing services | Health Services |
United Bank & Trust
United Bank & Trust Investment ManagersFinance United Bank & Trust 's investment management strategy is based on the concept of asset allocation. The firm manages your diversified portfolios comprised of stocks, bonds, mutual funds and ETFs. | Finance |
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