Davidson Investment Advisors is pleased to announce the addition of two senior research analysts, Pranav Rawal and Nate Liao, to the firm’s investment team.
Rawal and Liao will support the entire investment team with a primary focus on the firm’s equity investment strategies. They will be based in Carlsbad, California.
“With our significant asset growth over the past three years, it is important we continue to expand the depth of our investment team by adding highly competent and experienced team members,” said Edward P. Crotty, CFA, Chief Investment Officer and Portfolio Manager.
Rawal joins Davidson Investment Advisors after eight years with Sapience Investments. He began his career in the investment industry in 2003 at Lyceum Capital/Dearborn Partners in Boston, where he served as an equity analyst. Prior to his career in the investment industry, he had a successful career in mechanical engineering with Novus Engineering and Duke Solutions. Rawal received his Bachelor of Engineering degree in Mechanical Engineering from Shantilal Shah Engineering College, his Master of Science degree in Industrial Engineering and Management from Oklahoma State University, and his Master of Business Administration degree from The University of Chicago Booth School of Business.
Liao joins Davidson Investment Advisors after six years with Dodge & Cox. Prior to Dodge & Cox, he was a fixed income derivatives sales and trading associate at J.P. Morgan, and began his career as an advisory associate, financial risk management, at KPMG. He received his Bachelor of Science degree in Electronics from Peking University, his Master of Science degree in Financial Engineering from Columbia University, and his Master of Business Administration from The University of Chicago Booth School of Business. He also holds the Chartered Financial Analyst (CFA)® designation.
“The strength and growth of our multi-asset platform allows us to attract and retain some of the most talented individuals within our industry, and we are honored to have Pranav and Nate join our firm,” commented Andrew I. Davidson, President of Davidson Investment Advisors.
Davidson Investment Advisors and its Caprin Asset Management division work with financial advisors and registered investment advisors who focus on serving high net worth individuals and institutions across the nation, providing personalized investment solutions and expert advice. Our transparent, tailored portfolios provide a long-term, actively managed, risk-aware approach to investing that aligns our team with our clients’ most important objectives.
About D.A. Davidson Companies
D.A. Davidson Companies is an employee-owned financial services firm offering a range of financial services and advice to individuals, corporations, institutions and municipalities nationwide. Founded in 1935 with corporate headquarters in Great Falls, Montana, and regional headquarters in Denver, Los Angeles, New York, Omaha and Seattle, the company has approximately 1,600 employees and offices in 30 states.
Subsidiaries include: D.A. Davidson & Co., a full-service investment firm providing wealth management, investment banking, equity and fixed income capital markets services, and advice; Davidson Investment Advisors, a professional asset management firm; and D.A. Davidson Trust Company, a trust and wealth management company.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.