Mark Andrew Fernandez
Director/Board Member at R. M. Davis, Inc.
Profile
Mr. Mark A.
Fernandez, CFA MBA, is Vice President & Portfolio Manager at R.
M.
Davis, Inc. He managed and directed the investment process at the firm for many years, and now provides investment counsel and portfolio management services.
Formerly Chair of the Investment Committee, he remains a key member of that group.
He joined the firm in October 1994.
Mr. Fernandez was employed as Director of Research by UNUM Life Insurance Co of America & First UNUM L, a Principal by Kidder Peabody, and a Principal by MassMutual Life Insurance Co. He also served on the board at Boys & Girls Clubs of Portland.
He received his undergraduate degree from Syracuse University and an MBA from Northeastern University.
He holds the Chartered Financial Analyst designation.
He has been active with the CFA Institute as a grader and participant on various regional and national education programs.
Mark Andrew Fernandez active positions
Companies | Position | Start |
---|---|---|
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. | Director/Board Member | 01/01/2004 |
Mitchell Institute
Mitchell Institute Other Consumer ServicesConsumer Services Mitchell Institute is a non-profit organization. It focuses on giving Maine youths an annual four year scholarship award to graduating senior from each of Maine’s public high schools. The company was founded by George T. Mitchell in 1999 and is headquartered in Portland, ME. | Director/Board Member | - |
Former positions of Mark Andrew Fernandez
Companies | Position | End |
---|---|---|
UNUM Life Insurance Co of America & First UNUM L
UNUM Life Insurance Co of America & First UNUM L Multi-Line InsuranceFinance Part of Lincoln National Corp., UNUM Life Insurance Co of America & First UNUM L is an American company that provides annuities. The company is based in NY. UNUM Life Insurance Co of America & First UNUM L was acquired by The Lincoln National Life Insurance Co. from Unum Group on October 02, 1996 for $70 million. | Corporate Officer/Principal | 31/12/1993 |
Boys & Girls Clubs of Portland
Boys & Girls Clubs of Portland Services to the Health IndustryHealth Services Boys & Girls Clubs of Portland engages in providing youth development programs for young people. It offers different programs such as education & career, health & life skill, performing & visual arts, sports, fitness and recreation. The company was founded in 1946 and is headquartered in Portland, OR. | Corporate Officer/Principal | - |
Nissay Wealth Life Insurance KK
Nissay Wealth Life Insurance KK Life/Health InsuranceFinance Nippon Wealth Life Insurance Co., Ltd. engages in life insurance business that provides long-term care insurance, annuities, retirement plans, savings products and mutual funds to individual and institutional customers. It operates through a network of independent brokers and franchised agents. The company was founded in 1907 and is headquartered in Tokyo, Japan. | Corporate Officer/Principal | - |
Kidder Peabody | Corporate Officer/Principal | 02/01/2000 |
Training of Mark Andrew Fernandez
Syracuse University | Undergraduate Degree |
Northeastern University | Masters Business Admin |
Experiences
Positions held
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Inactive
Listed companies
Private companies
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1st degree connections
1st degree companies
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Members of the board
Executives
Linked companies
Private companies | 6 |
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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 |
Kidder Peabody | Finance |
UNUM Life Insurance Co of America & First UNUM L
UNUM Life Insurance Co of America & First UNUM L Multi-Line InsuranceFinance Part of Lincoln National Corp., UNUM Life Insurance Co of America & First UNUM L is an American company that provides annuities. The company is based in NY. UNUM Life Insurance Co of America & First UNUM L was acquired by The Lincoln National Life Insurance Co. from Unum Group on October 02, 1996 for $70 million. | Finance |
Mitchell Institute
Mitchell Institute Other Consumer ServicesConsumer Services Mitchell Institute is a non-profit organization. It focuses on giving Maine youths an annual four year scholarship award to graduating senior from each of Maine’s public high schools. The company was founded by George T. Mitchell in 1999 and is headquartered in Portland, ME. | Consumer Services |
Nissay Wealth Life Insurance KK
Nissay Wealth Life Insurance KK Life/Health InsuranceFinance Nippon Wealth Life Insurance Co., Ltd. engages in life insurance business that provides long-term care insurance, annuities, retirement plans, savings products and mutual funds to individual and institutional customers. It operates through a network of independent brokers and franchised agents. The company was founded in 1907 and is headquartered in Tokyo, Japan. | Finance |
Boys & Girls Clubs of Portland
Boys & Girls Clubs of Portland Services to the Health IndustryHealth Services Boys & Girls Clubs of Portland engages in providing youth development programs for young people. It offers different programs such as education & career, health & life skill, performing & visual arts, sports, fitness and recreation. The company was founded in 1946 and is headquartered in Portland, OR. | Health Services |
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