Profile
Mr. Richard A.
Carriuolo is Vice President & Portfolio Manager at R.
M.
Davis, Inc. He is also a Director of Wealth Management Services of the firm.
He heads the firm's Wealth Management Services team and assists portfolio managers with client questions on topics such as Medicare, Social Security planning, college savings plans, reverse mortgages, and long term care insurance.
He also manages client portfolios.
He is a member of the Executive Committee and the Trust Oversight Committee.
He prepares quarterly newsletters for the firm's clients on various financial planning topics of interest, is a regular participant and leader in the firm's semi-annual third party gatherings, and is a frequent lecturer to professional groups on wealth management topics.
He joined the firm in May 1994.
Mr. Carriuolo was previously employed as Attorney by Drummond Woodsum & MacMahon PA.
He received his undergraduate degree from the College of the Holy Cross (Massachusetts) and a graduate degree from Harvard University.
He is an attorney and Certified Financial Planner.
Former positions of Rich Carriuolo
| Companies | Position | End |
|---|---|---|
R. M. Davis, Inc.
 R. M. Davis, Inc. Investment ManagersFinance R. M. Davis, Inc. (RMD) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Portland, Maine. The firm was founded by Robert M. Davis in 1978. RMD provides investment management and other wealth management services to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and other business entities, municipalities and other governmental entities. | Portfolio Manager-Equities | 01/01/2019 |
Drummond Woodsum & MacMahon PA
 Drummond Woodsum & MacMahon PA Miscellaneous Commercial ServicesCommercial Services Drummond Woodsum & MacMahon PA provides legal services. The private company is based in Portland, ME. | Corporate Officer/Principal | 30/12/1993 |
Training of Rich Carriuolo
| College of the Holy Cross (Massachusetts) | Undergraduate Degree |
| Harvard University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Drummond Woodsum & MacMahon PA
Drummond Woodsum & MacMahon PA Miscellaneous Commercial ServicesCommercial Services Drummond Woodsum & MacMahon PA provides legal services. The private company is based in Portland, ME. | Commercial Services |
R. M. Davis, Inc.
R. M. Davis, Inc. Investment ManagersFinance R. M. Davis, Inc. (RMD) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Portland, Maine. The firm was founded by Robert M. Davis in 1978. RMD provides investment management and other wealth management services to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and other business entities, municipalities and other governmental entities. | Finance |
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