D.A. Davidson & Co. is a boutique investment banking firm that offers financial advisory and brokerage services.

Finance

D.A. Davidson & Co.

D.A. Davidson & Co.'s headquarters in Great Falls, MT, United States

Lawrence Martinez

Jackie Beauprez

Michael Purpura

Scott Witeby

Joe Farmer

Brennen Brown

Amy Hayman

Matt Deangelis

Matt Cooney

Michael Chisari

Romy McCarthy

Tom Innis

Marcus M Lambert

Daniel Blank

Scott Stevenson

Paul Donna

Lee White

Craig H.

Kyle Thomas

Rory McKinney

Timothy Austin

Marc Dispense

Nataleah Dietzmann

This department focuses on providing financial advisory services and portfolio management to clients.

Wealth Management

This department provides financial advisory and consulting services to help clients manage their investments and achieve their financial goals.

Financial Services

This department oversees high-level strategic decision-making and direction across various business functions.

Executive Leadership

The Leadership Team at D.A. Davidson & Co. is responsible for setting the strategic direction and operational policies of the firm. This diverse group of senior executives collaborates to drive innovation and growth in investment banking, ensuring compliance, enhancing client service, and optimizing financial performance across various sectors, including asset management, fixed income, and equity capital markets. Their leadership fosters a cohesive culture aimed at delivering exceptional financial advisory and brokerage services to clients.

Leadership Team

The Operations and Compliance team at D.A. Davidson & Co. ensures the firm's daily operations run smoothly while adhering to regulatory standards. This team implements efficient processes, monitors compliance across various services, and provides support to client associates, ensuring that client transactions and interactions meet legal and operational standards. Their work is essential in maintaining the integrity and efficiency of the investment banking services offered by the firm.

Operations and Compliance

The Investment Banking and Securities team at D.A. Davidson & Co. specializes in providing comprehensive financial advisory services, including mergers and acquisitions, capital raising, and public finance. This team leverages its expertise to support clients through strategic financial decisions, while also engaging in investment research and sales to drive growth and returns in the securities market. Ultimately, they aim to deliver tailored financial solutions that enhance client value across various sectors.

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D.A. Davidson & Co.

Org chart

Teams

Wealth Management

Financial Services

Executive Leadership

Leadership Team

Operations and Compliance

Investment Banking and Securities

Offices

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D.A. Davidson & Co.

Org chart

Teams

Wealth Management

Financial Services

Executive Leadership

Leadership Team

Operations and Compliance

Investment Banking and Securities

Offices

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