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

The 1550 Market St office focuses on public finance, compliance, and investment strategies in a vibrant urban setting.

1550 Market St

This office specializes in financial advisory, investment management, and client services, focusing on high-stakes asset management.

450 Regency Pkwy

Lawrence Martinez

Timothy Austin

Michael Purpura

Joe Farmer

Scott Stevenson

Tom Innis

Lee White

Romy McCarthy

Paul Donna

Daniel Blank

Amy Hayman

Michael Chisari

Brennen Brown

Marcus M Lambert

Matt Deangelis

Kyle Thomas

Matt Cooney

Craig H.

Rory McKinney

Marc Dispense

Nataleah Dietzmann

Jackie Beauprez

Scott Witeby

This department provides personalized financial advice and planning to clients to help them achieve their financial goals.

Financial Advisory Services

The Finance and Accounting team at D.A. Davidson & Co. is responsible for managing the firm’s financial health and ensuring compliance with regulatory standards. This team oversees budgeting, financial reporting, and analysis, while also providing strategic insights that support investment decisions and operational efficiency. Members collaborate to maintain robust financial practices that facilitate the firm's advisory and brokerage services.

Finance and Accounting

This department manages and supports relationships with clients by providing assistance and guidance to enhance their experience.

Client Services

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

Executive Leadership

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

Wealth Management

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.

D.A. Davidson & Co.

Org chart

Teams

Financial Advisory Services

Finance and Accounting

Client Services

Executive Leadership

Wealth Management

Leadership Team

Offices

D.A. Davidson & Co.

Org chart

Teams

Financial Advisory Services

Finance and Accounting

Client Services

Executive Leadership

Wealth Management

Leadership Team

Offices

Related companies