Davidson Investment Advisors, a provider of asset management for corporations, employee benefit plans, foundations, trusts and individuals, today announced key promotions for three professionals.
- Bryn Hagfors has been promoted in his role on the Business Development team, working with financial advisors within the D.A. Davidson Companies to cultivate and service client relationships. Hagfors joined Davidson Investment Advisors in 2013 after working in several support roles, including for the U.S. Senate Finance Committee and law firm Schwabe, Williamson & Wyatt of Portland, Oregon. He earned a bachelor’s degree with high honors in economics and political science from The University of Montana.
- Heather Kubas, CFA, has been named chief operating officer, responsible for the portfolio administration, trading, and “middle office” functions at Davidson Investment Advisors. Prior to joining Davidson in 2012, she was an equity research analyst at Craig-Hallum Capital Group in Minneapolis, and was director of operations at Hoover Investment Management in San Francisco. A native of Great Falls, Kubas earned a bachelor’s degree in finance from Montana State University and holds the Chartered Financial Analyst® designation.
- Erica Lynn has been promoted to operations manager, overseeing the coordination and streamlining of operations activities as well as composite maintenance in compliance with global standards for presenting investment performance. Erica joined Davidson Investment Advisors in 2008 after prior work with accounting firm JCCS and with sister firms D.A. Davidson & Co. and D.A. Davidson Trust Company.
About Davidson Investment Advisors
Davidson Investment Advisors, Inc., an SEC-registered investment advisory firm, has provided professional investment management services since 1975. Over the years, the firm has grown to manage over $1.6 billion in assets serving more than 2,000 clients including corporations, employee benefit plans, foundations, trusts and high net worth individuals. With offices in Great Falls, Montana and Seattle, Washington, Davidson Investment Advisors and its SeaCap Investment Advisors division offer a number of equity and taxable/tax-exempt fixed income investment strategies, and advises the Davidson Funds, a series of Advisors Series Trust.
Davidson Investment Advisors is part of D.A. Davidson Companies, an employee-owned financial services holding company with roughly 1,300 employees. Employee-owned D.A. Davidson Companies is headquartered in Great Falls and operates offices in 24 states, with its main footprint in the West and Midwest. Also part of the D.A. Davidson Companies family are D.A. Davidson & Co., the largest full-service investment firm based in the Northwest; D.A. Davidson Trust Company, a trust and wealth management company; and Davidson Fixed Income Management, a registered investment adviser offering fixed income portfolio management services.
More information can be found at www.davidsoninvestmentadvisors.com or through Jacquie Burchard, Vice President, Public Relations, at [email protected] or (406) 791-7465. On Twitter: @DADavidsonCo.