![Matt McFarland](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Matt McFarland
Direktor/Vorstandsmitglied bei
R. M. Davis, Inc.
Profil
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.
Aktive Positionen von Matt McFarland
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Direktor/Vorstandsmitglied | - |
Ehemalige bekannte Positionen von Matt McFarland
| Unternehmen | Position | Ende |
|---|---|---|
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 | - |
Ausbildung von Matt McFarland
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
73
Beziehungen ersten Grades
6
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
