Directory
>
George Carr Cfp
George Carr Cfp
Managing Director | R.M. Davis
Portland, Maine, United States
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.
George Carr Cfp
Work Experience
Managing Director at
R.M. Davis
January 2023 - Present
Portfolio Manager & Vice President at
Rm Davis
October 2015 - January 2023
Senior Client Advisor at
Federal Street Advisors Inc
July 2014 - September 2015
Client Advisor at
Federal Street Advisors Inc
June 2010 - July 2014
Client Service Assistant at
Federal Street Advisors Inc
June 2008 - June 2010
Teaching Intern at
The Park School - Brookline, MA
September 2007 - June 2008
Credit Analyst Intern at
Middlesex Savings Bank
June 2006 - August 2006
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
*****@rmdavis.com
Colleagues
President
Chief Executive Officer
Vice President, Portfolio Manager
Vice President, Portfolio Manager
Vice President
Vice President and Portfolio Manager
Vice President Human Resources
Portfolio Manager & Vice President
Chief Operating Officer
President