David Hines serves as the Director of Research and Managing Director at H.M. Payson & Co., where he plays a pivotal role in shaping the firm’s investment strategies and overseeing its independent research department, which comprises a team of six seasoned securities analysts. With a...
David Hines serves as the Director of Research and Managing Director at H.M. Payson & Co., where he plays a pivotal role in shaping the firm’s investment strategies and overseeing its independent research department, which comprises a team of six seasoned securities analysts. With a robust background as a Securities Analyst, David specializes in the valuation of common stocks, fixed income securities, and private equity businesses, bringing a wealth of expertise to his role. His deep understanding of capital markets and asset management enables him to effectively direct both taxable and tax-free portfolios, ensuring optimal performance for a diverse clientele that includes some of the largest endowments and foundations in Maine.
As a founding member of the firm’s Portfolio Management Group, David is instrumental in assessing risk across H.M. Payson’s $2 billion investment portfolio. His leadership in this capacity not only enhances the firm’s investment strategies but also fosters a culture of rigorous financial modeling and equity research. David’s commitment to excellence in portfolio management is reflected in his hands-on approach to managing institutional and high-net-worth clients, where he tailors investment solutions to meet their unique financial goals. His proficiency in valuation and investment firm management positions him as a key figure in the firm’s ongoing success, making significant contributions to the development of innovative investment strategies that align with market trends and client needs. Through his strategic vision and analytical acumen, David Hines continues to drive H.M. Payson & Co. toward achieving sustainable growth and superior investment outcomes.
