Marianne Loew, CFA
Vice President, Client Advisor
Portsmouth, New Hampshire
Marianne holds the Chartered Financial Analyst® designation and works in our Portsmouth, New Hampshire office. She provides personalized financial planning counsel and portfolio management services to individuals, families, and institutions. Marianne understands each client is unique and should be provided with individualized service to help define and meet their goals. She brings over 25 years of experience in the financial industry, most recently as a Senior Portfolio Manager with The Colony Group in Concord, NH.
Marianne lives in Hopkinton, New Hampshire. In her free time, she enjoys downhill skiing, traveling with her family, and cheering on her children at their soccer, baseball, softball games, and alpine ski races.
Work Experience
- Rejoined R.M. Davis in 2024
- The Colony Group, Senior Portfolio Manager
- Bar Harbor Wealth Management, Senior Vice President and Senior Portfolio Manager
- Ledyard Financial Advisors, Vice President and Senior Portfolio Manager
- R.M. Davis, Operations Administrator
- GMO (Grantham, Mayo, Van Otterloo), Investment Control Supervisor
- GMO (Grantham, Mayo, Van Otterloo), Investment Control Analyst
- Investors Bank & Trust, Senior Custody Accountant
Education
- Tufts University, Bachelor of Arts in International Relations and Spanish
Memberships
- CFA Institute
- CFA Society Boston
- New Hampshire Estate Planning Council
Community Involvement
- Hopkinton Public Library Foundation, Board Member