Investing is the only thing John knows. Well it’s not the only thing given his decades-long career in finance, but it’s the only thing he wants to do. And he is good at it. Really good. After successfully leading one of the largest private wealth groups in the country for over twenty years, he acquired Davis Rea in 2010. John’s investment philosophy guides each and every decision made for the client group at the firm and he is widely known for his tough but fair approach to the business, being a smart investor and a trusted guide for his clients. He is bold, has courage, and integrity is his middle name.
Don is, and has always been, fascinated by money. Now, not necessarily money itself, but the people, companies and products that make it and make it well. An anti-establishment figure who ironically ended up being a critical part of the financial establishment in a big way for 30+ years, Don is what he is. A straight-forward, no-nonsense counsellor and an excellent advisor to the firm. He is in this business because he loves progress, people and embracing change.
For JC, every day is different. Which for him is a fundamental philosophy not only for life - why have it any other way really, there is no fun in that - but also for the business of investing. It is the constant change of investing that makes him tick. The way the puzzle pieces come together and why that drives him. It is an endlessly fascinating, always evolving, deeply engaged business which are also words to describe JC. He has grown up in the business, it is what he has always wanted to do and lives each day fearlessly, making clients happy and being a trusted team player with eyes set firmly on the future.
It is at the intersection of expertise, wisdom, curiosity and compassion where we meet Libby. A trusted counsel with over three decades of experience, she not only cares deeply about her clients but is very committed to ensuring they are safe, informed and secure. Libby listens like no one else does. She listens to ensure her clients are heard, that their value set is reflected in their decisions and outcomes and that it is her great honor to be the one they rely on to help them make the right choices. Libby is about connection, community and lives to ensure that people do good for themselves and for others - it is her golden rule. A rule to live by indeed.
It is Matthew’s deeply curious, forward-thinking, purely psychological approach to his role that makes him so unique and impactful. Not only is he an effective and thorough analyst, he takes this critical thinking to a new level with his fundamental belief that relationships and culture are the drivers of people's attitudes and behaviors and this is what makes businesses move, succeed and fail. He is ambitious, charismatic and trusted beyond doubt by his team.
Diane is brave. She is brave about being direct, making other people feel appreciated and valued. She is also professional. The utmost professional when it comes to her role as head of operations at the firm. She handles issues directly, swiftly and with the utmost attention to detail. Diane is accountable. She is a critical part of the no nonsense, positive environment that exists at Davis Rea and it is her ‘get it done’ approach to the job at hand that makes her an invaluable asset.
Ann has worked with John O’Connell for three decades servicing clients. To say that she treats her clients with kid gloves would be the understatement of the century. She handles EVERYTHING. She leaves no stone unturned, is the go-to for anything, the solver of complex problems and she is afraid of nothing. Her happiness is serving the customer, executing and advocating on their behalf and she is very, very good at the assignment. Ann understands people, what makes them tick and what they need.
If the insurance service offering of the firm was a car, Debbie is the engine. Her job is just not business to her, it is personal. She is known for being intentional, accurate and always on top of the game. Debbie genuinely enjoys helping people and making them feel not only secure but safe and happy. She is beloved by her client community and integrity is her middle name.
If the task is given to Ana Maria it’s done not just right, but perfect. The phrase ‘a keen eye for detail’ was invented for her. She is an intuitive and thoughtful manager who anticipates issues before they arise, fixes problems before they happen and takes such good care of her clients it is profound. She is organized, solutions driven and always up for any challenge.
Being an economist is not a job for John, it is a calling. He is an independent thinker, an objective observer and thinks well outside of the box - often against the grain. His insights and observations however are anything but. They are always dead on, ahead of the curve and of immeasurable value to the entire team, in all capacities and in all disciplines.
Tom is here to ensure that clients not only get what they want, but what they need. His focused, direct and sometimes unconventional approach to advice is greatly appreciated by the client community as is his deep knowledge of real estate management and investing. Tom works with the entire senior team to best ensure that clients are provided with the best counsel when it comes to his expertise. He is trustworthy, always client centric and a critical part of the Davis Rea advisory mix.
A career accountant with a laser-like focus on detail, Amy is responsible for the day to day of the firm and keeping the entire team on track. She provides invaluable support to the client base with accounting, bookkeeping and tax services and is an essential and critical part of the team.