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.
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Christopher “Biff” is a seasoned professional in the world of securities trading and brings a wealth of experience to the Davis Rea team. Embracing change as a fundamental philosophy, he finds joy in the dynamic nature of markets. Biff approaches each day with unwavering dedication and enthusiasm. Having honed his expertise over a long career, he is committed to delivering exceptional service and trade execution, working collaboratively with the investment team to implement the firm’s strategies.
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.
tr@davisrea.com
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.
Wendy is the heart of client service, operations, and compliance, with over 35 years of experience in the investment industry. Her career is defined by a deep passion for building relationships, whether connecting with new clients or nurturing long-standing ones through her warm, kitchen table approach. Wendy’s unwavering commitment to supporting the firm’s daily operations and maintaining a gold standard of client service has made her an indispensable part of the team.
Each day is an opportunity for Wendy to learn something new, a mindset that fuels her enthusiasm for her work. She takes immense pride in helping clients achieve their financial goals, knowing her efforts have contributed to their success. It’s this dedication and love for her role that inspire her every day she steps into the office.
When she’s not ensuring excellence at work, Wendy enjoys embracing all four seasons in the great outdoors. Her appreciation for nature reflects her balanced, grounded approach to both life and her profession. Wendy’s reliability, expertise, and personal touch make her a cornerstone of the team and a trusted partner to clients.
After more than 30 years in the asset management industry, Christine’s passion for investing remains undiminished. She brings a disciplined and analytical approach to securities analysis and portfolio management. Her proven track record of generating both capital preservation and appreciation speaks for itself.
It’s not just about managing portfolios; it’s also about building meaningful long-term client relationships. Christine takes the time to know her clients and understand their unique needs. Her greatest reward is helping clients feel secure, informed, and confident about their financial futures. Organized and professional, Christine is the steady hand and thoughtful mind clients rely on to navigate the complexities of investing.
In her personal life. Christine is a devoted mother to four incredible children, is committed to fitness, and enjoys long walks with her dog, Winston. Both in or out of the office, Christine brings discipline, diligence, and energy to everything she does.
Intellectual curiosity drives Alexander. When it comes to investing, he’s constantly seeking to uncover what the next winners and losers will be, always prioritizing the long-term success of client portfolios. In a world of constant market shifts, Alexander remains calm, patient, and adaptable — navigating complexity with resilience.
Collaboration is at the heart of Alexander’s work, building upon the strong relationships he’s developed over his 15+ years working in the industry. Attention to detail is his hallmark, meticulously monitoring portfolio holdings to ensure client objectives are met.
Aside from loving investing, Alexander also loves golf. He says most days it’s clear that golf doesn’t love him back. Whether in the office or on the links, Alexander’s passion for what he does shines through.
Elizabeth is thoughtful. She approaches every interaction with genuine care, whether it’s a phone call, a handwritten letter, or an email. For her, communication is more than just an exchange of information; it’s an opportunity to connect, build trust, and make someone’s day better. She is a team player, seamlessly collaborating with colleagues while maintaining the independence and initiative to tackle challenges on her own.
Dependable and with a palpable warmth, Elizabeth operates with the highest level of integrity, ensuring her clients always feel heard, valued, and supported. Her attention to detail and dedication to service make her an essential part of the team, while her warmth and sincerity make her a pleasure to work with. Elizabeth doesn’t just care about the job; she cares deeply about the people behind it, and it shows in everything she does.
Klaudia is a dynamic and multi-talented individual whose professional ethos is built on reliability, resourcefulness, and a strong drive to excel. She thrives on communication. Whether organizing, problem-solving, or finding innovative ways to support the team, Klaudia’s clever approach ensures that challenges are met with thoughtful and effective solutions. Empathy is at the heart of her interactions with others, making her a compassionate and approachable team member who genuinely cares about the people she supports.
A natural learner, Klaudia’s eagerness to grow and broaden her horizons is evident not only in her professional life but also in her personal pursuits. She is an avid reader with a love for anything that offers new perspectives on the world. Her creativity extends beyond the office to drawing, painting, graphic design, and other visual media—a testament to her boundless imagination and eye for detail. Staying active for Klaudia means participating in endurance events that challenge physical and mental strength, exemplifying her adventurous spirit and determination.
