Wendy Allard Laidlaw
Director/Board Member at R. M. Davis, Inc.
Profile
Ms. Wendy A.
Laidlaw is Vice President, Chief Financial Officer & Portfolio Manager at R.
M.
Davis, Inc. She joined the firm in December 1995.
She is involved in many aspects of the firm, from portfolio management to heading up the firm's Finance Department, from compliance assistance to human resource leadership.
She is a member of the Management Committee.
Ms. Laidlaw was employed as Operating Accountant by Pentagon Memorial Fund and a Member by Capitol Hill Associates LP.
She received her undergraduate degree from George Mason University and an MBA from Meredith College.
She is a Certified Financial Planner and an Investment Adviser Certified Compliance Professional Risk Management Specialist.
Wendy Allard Laidlaw 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 | - |
Former positions of Wendy Allard Laidlaw
| Companies | Position | End |
|---|---|---|
Pentagon Memorial Fund, Inc.
 Pentagon Memorial Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Pentagon Memorial Fund, Inc. provides funds for the construction and permanent maintenance of the Pentagon Memorial and Pentagon Visitor Education Center. The company is headquartered in Gaithersburg, MD. | Comptroller/Controller/Auditor | 31/12/1985 |
| Capitol Hill Associates LP | Corporate Officer/Principal | 31/12/1982 |
Training of Wendy Allard Laidlaw
| Meredith College | Masters Business Admin |
| George Mason University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
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 |
Pentagon Memorial Fund, Inc.
Pentagon Memorial Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Pentagon Memorial Fund, Inc. provides funds for the construction and permanent maintenance of the Pentagon Memorial and Pentagon Visitor Education Center. The company is headquartered in Gaithersburg, MD. | Miscellaneous |
| Capitol Hill Associates LP |
- Stock Market
- Insiders
- Wendy Allard Laidlaw
