Brady Neujahr
Client Relationship Associates play an important role in the R.M. Davis experience. As an integral part of the professional team working on your behalf, they work in concert with the Client Advisor on all operational matters to ensure you receive high quality client service and support. In addition to taking your calls, Client Relationship Associates are working behind the scenes as the liaison with the custodian of your assets as well as communicating with your other advisors (attorneys, accountants, etc.) to create a seamless client experience. They bring industry knowledge, skills and experience which enable them to solve complex administrative problems and prepare financial planning documents.
Brady grew up in Yarmouth and now lives in Portland with his wife, Claire, and their daughter, Lucy. Outside of work, Brady enjoys spending time with family and friends, going to the beach, and golfing.
Work Experience
- Joined R.M. Davis in 2020
- Hub International New England, LLC, Investment Assistant
- Penobscot Financial Advisors, Intern
Education
- University of Southern Maine, B.A. in Political Science
- Carleton College, Northfield, MN
Community Involvement
- Preble Street Kitchen, volunteer