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George Carr Cfp

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George Carr Cfp

Managing Director | R.M. Davis

Portland, Maine, United States

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George Carr Cfp

Summary

George Carr is a seasoned financial professional with a strong background in wealth management and investment advisory services. Currently serving as the Managing Director and Client Advisor at R. M. Davis, he specializes in providing tailored financial planning and investment management solutions to affluent clients. With a Master of Business Administration (M.B.A.) in Finance from Boston University, George combines academic prowess with practical experience gained through various roles at reputable firms such as Federal Street Advisors. He is passionate about financial literacy and coordinates programs aimed at educating the next generation about financial management. Outside of work, George enjoys spending quality time with his family, playing golf, and engaging in outdoor activities with his dog. His diverse career path reflects a commitment to excellence in client service and a deep understanding of financial markets.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

George Carr Cfp

Work Experience

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Managing Director at

R.M. Davis

January 2023 - Present

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Portfolio Manager & Vice President at

Rm Davis

October 2015 - January 2023

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Senior Client Advisor at

Federal Street Advisors Inc

July 2014 - September 2015

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Client Advisor at

Federal Street Advisors Inc

June 2010 - July 2014

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Client Service Assistant at

Federal Street Advisors Inc

June 2008 - June 2010

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Teaching Intern at

The Park School - Brookline, MA

September 2007 - June 2008

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Credit Analyst Intern at

Middlesex Savings Bank

June 2006 - August 2006

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George Carr Cfp

Education

Boston University Graduate School of Management , Master Of Business Administration (M.B.A.)

January 2011 - January 2014

Bates College, Bachelor's Degree

January 2003 - January 2007

Middlesex School, High School

January 2000 - January 2003

The Fenn school

Trinity College Rome Campus

Frequently Asked Questions about George Carr Cfp

What is George Carr Cfp email address?

George Carr Cfp's primary email address is *****@rmdavis.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does George Carr Cfp work for?

George Carr Cfp is a Managing Director at R.M. Davis, a company specializing in Monetary Authorities-Central Bank.

Where George Carr Cfp graduated from?

George Carr Cfp holds a degree in Finance from Boston University Graduate School of Management .

How can I directly contact George Carr Cfp?

To contact George Carr Cfp directly, you can use the email address *****@rmdavis.com. Complete contact information is available upon registration with Muraena.

Who is George Carr Cfp?

George Carr is a seasoned financial professional with a strong background in wealth management and investment advisory services. Currently serving as the Managing Director and Client Advisor at R. M. Davis, he specializes in providing tailored financial planning and investment management solutions to affluent clients. With a Master of Business Administration (M.B.A.) in Finance from Boston University, George combines academic prowess with practical experience gained through various roles at reputable firms such as Federal Street Advisors. He is passionate about financial literacy and coordinates programs aimed at educating the next generation about financial management. Outside of work, George enjoys spending quality time with his family, playing golf, and engaging in outdoor activities with his dog. His diverse career path reflects a commitment to excellence in client service and a deep understanding of financial markets.

George`s contact details

mail

*****@rmdavis.com

Colleagues

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Scot Draeger

President

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Geoffrey Alexander

Chief Executive Officer

Tim Acquaviva Cfa

Vice President, Portfolio Manager

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Michael Wood Cfa

Vice President, Portfolio Manager

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Karen Milliken Cfa

Vice President

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Cfp Bob Davis

Vice President and Portfolio Manager

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Denise Vigneault Phr

Vice President Human Resources

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Timothy Malisa

Portfolio Manager & Vice President

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Dean Walker

Chief Operating Officer

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