Discover more about our firm by reading our latest press releases.

Andrew Elofson Promoted to Portfolio Manager With Davidson Investment Advisors

Oct 27, 2016 |

Davidson Investment Advisors, an asset management company, today announced that Andrew Elofson has been promoted to Vice President, Portfolio Manager.

In his new role, Elofson will co-manage the firm’s taxable fixed income investment strategy. He previously served as a senior research analyst, supporting Davidson Investment Advisors’ equity and fixed income strategies.

“Andrew has been a key member of our investment team since joining D.A. Davidson in 2013, providing valuable insights on global and domestic financial markets,” said Ed Crotty, Senior Vice President, Chief Investment Officer of Davidson Investment Advisors. “His promotion to portfolio manager is well-earned.”

Prior to joining Davidson Investment Advisors, Elofson was a portfolio manager with Mastholm Asset Management in Seattle, where he focused on international investing for institutional clients. He has more than 15 years of investment experience and has traveled to more than 45 countries in pursuit of investment opportunities. Elofson earned a BBA in finance and communications from the University of Washington.

About Davidson Investment Advisors

Davidson Investment Advisors, Inc., an SEC-registered investment advisory firm, has provided professional investment management services since 1975. The firm manages more than $1.6 billion in assets for more than 1,700 clients, including corporations, employee benefit plans, foundations, trusts and high-net-worth individuals. 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. The firm operates from offices in Great Falls, Montana, and Seattle, Wash.

Davidson Investment Advisors is part of D.A. Davidson Companies, an employee-owned financial services holding company with more than 1,350 employees. Employee-owned D.A. Davidson Companies is headquartered in Great Falls and operates offices in 23 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