Mike Wood

Investment Committee Member at

R. M. Davis, Inc.

Finance

Consumer Services

Profile

Mr. Michael P.
Wood, CFA MBA, is a Principal & Client Advisor at R.
M.
Davis, Inc. He joined the firm in 2013.
He brings a wealth of experience from senior level positions he has held in investment advisory firm management, research analysis, and client service initiatives.
He is a member of the firm's Investment Committee.
Mr. Wood was employed as a Managing Director by Spinnaker Trust, Vice President by TD Bank NA, and Trust Officer by The Boston Co., Inc. Mr. Wood received his undergraduate degree from Boston College and an MBA from New Hampshire College.
He holds the Chartered Financial Analyst designation.

Mike Wood 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.	Investment Committee Member	2012-12-31

All active positions of Mike Wood

Former positions of Mike Wood

Companies	Position	End
Spinnaker Trust Spinnaker Trust Investment ManagersFinance Spinnaker Trust designs strategic asset allocations that align with the client’s situation. They maintain a particular expertise in the management of private investment funds investing in commercial real estate properties, having successfully managed several dedicated funds on behalf of clients. The firm also employs extensive expertise in private equity, renewable energy and other specialized investments on behalf of clients. Across all of their strategies, they bring consideration of Environmental, Social and Governance (ESG) factors into play with a particular emphasis on sustainability as a key risk factor.	Head-Equity Investments	-
The Boston Co. Holding LLC The Boston Co. Holding LLC Major BanksFinance Commercial banking	Corporate Officer/Principal	-
TD Bank, NA TD Bank, NA Major BanksFinance Operates as a national bank	Corporate Officer/Principal	-

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Training of Mike Wood

Experiences
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Linked companies

Private companies	6
The Boston Co. Holding LLC The Boston Co. Holding LLC Major BanksFinance Commercial banking	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
Spinnaker Trust Spinnaker Trust Investment ManagersFinance Spinnaker Trust designs strategic asset allocations that align with the client’s situation. They maintain a particular expertise in the management of private investment funds investing in commercial real estate properties, having successfully managed several dedicated funds on behalf of clients. The firm also employs extensive expertise in private equity, renewable energy and other specialized investments on behalf of clients. Across all of their strategies, they bring consideration of Environmental, Social and Governance (ESG) factors into play with a particular emphasis on sustainability as a key risk factor.	Finance
Boston College Boston College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Southern New Hampshire University Southern New Hampshire University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
TD Bank, NA TD Bank, NA Major BanksFinance Operates as a national bank	Finance

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