February 20, 2017 8:14 PM ET

Capital Markets

Company Overview of D.A. Davidson & Co.

Company Overview

D.A. Davidson & Co. is a boutique investment banking firm that offers financial advisory and brokerage services. The firm provides corporate finance, security trading, public financing, retirement, and pension planning services. Additionally, it offers regional and national financial research services. The company was founded in 1935 and is based in Great Falls, Montana with additional offices in California, Colorado, Florida, Idaho, Illinois, Kansas, Minnesota, Missouri, Nebraska, Oklahoma, Oregon, Utah, Washington, and Wyoming. D.A. Davidson & Co. operates as a subsidiary of D.A. Davidson Companies.

8 Third Street North

Great Falls, MT 59401

United States

Founded in 1935

Phone:

406-727-4200

Fax:

406-791-7238

Key Executives for D.A. Davidson & Co.

Chief Executive Officer, President and President of Davidson Companies
Chief Executive Officer of Davidson Companies
Co-Head of Investment Banking and President of Equity Capital Markets Group
Age: 45
President of Individual Investor Group
President of Fixed Income Capital Markets
Compensation as of Fiscal Year 2016.

D.A. Davidson & Co. Key Developments

D.A. Davidson & Co. Appoints Monte Giese as President of its Equity Capital Markets Group

D.A. Davidson & Co. announced that Monte Giese has been named President of its Equity Capital Markets Group. Giese will oversee a growing business unit that offers investment banking, institutional research, equity sales and trading, brokered CD underwriting and corporate services. Giese has served as Co-Head of Investment Banking for D.A. Davidson since 2014, and that business has nearly doubled in size since then. He joined D.A. Davidson in 1995 and was one of the firm’s most productive investment bankers before joining its banking leadership team.

D.A. Davidson & Co. Hires Peter Suazo as Managing Director

D.A. Davidson & Co. has hired Peter Suazo to join the firm’s real estate investment banking team in Baltimore as managing director. Suazo joins Keith Getter, managing director and real estate group leader, in the firm’s Baltimore office, which Getter opened in 2014. Suazo has extensive investment banking experience with a focus on assisting public and private real estate operating companies in evaluating strategic alternatives such as equity and debt financings, mergers and acquisitions and asset and portfolio sales.

D.A. Davidson & Co. Presents at 15th Annual D.A. Davidson Engineering & Construction Conference, Sep-07-2016 through Sep-08-2016

D.A. Davidson & Co. Presents at 15th Annual D.A. Davidson Engineering & Construction Conference, Sep-07-2016 through Sep-08-2016. Venue: Omni Hotel, 500 California Street, San Francisco, CA 94104, United States. Presentation Date & Speakers: Sep-07-2016, Bryan Cummings, Managing Director and Head of Private Equity Coverage, John B. Rogers, Head of Institutional Research, Monte Giese, Co-Head of Investment Banking, Tim Sznewajs, Managing Director, Investment Banking.

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