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

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

Pj Vaughan

Lee White

Nick Ramtin

Craig H.

Kyle Thomas

Rory McKinney

Michael Purpura

Timothy Austin

Marc Dispense

Nataleah Dietzmann

Jackie Beauprez

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.

Investment Banking and Securities

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

The Research and Analysis team at D.A. Davidson & Co. conducts in-depth market research and financial analysis to support investment decisions and advisory services. With expertise spanning various sectors such as infrastructure, software, and food & beverage, the team generates insights and reports that inform clients and guide portfolio strategies, ensuring a comprehensive understanding of market trends and asset performance.

Research and Analysis

The Technology and Cybersecurity team at D.A. Davidson & Co. focuses on safeguarding the firm’s digital assets and ensuring seamless technological infrastructure. They manage cybersecurity protocols, oversee cloud services, and streamline processes through automation, while also supporting the integrity and accessibility of data systems for effective financial operations. Their expertise ensures compliance, operational efficiency, and the protection of sensitive client information.

Technology and Cybersecurity

D.A. Davidson & Co.

Org chart

Teams

Leadership Team

Operations and Compliance

Investment Banking and Securities

Finance and Accounting

Research and Analysis

Technology and Cybersecurity

Offices

D.A. Davidson & Co.

Org chart

Teams

Leadership Team

Operations and Compliance

Investment Banking and Securities

Finance and Accounting

Research and Analysis

Technology and Cybersecurity

Offices

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