News

D.A. Davidson Trust Company has hired two experienced trust professionals in Vancouver, Wash. John Briscoe has joined D.A. Davidson Trust as Vice President, Trust and Estate Planning Attorney, and Tanya Korolkova has joined as a Personal Trust Administrator.Briscoe is responsible for implementing the firm’s wealth planning initiatives and works alongside clients to provide estate planning guidance in areas of inheritance, trusts, estates and wealth management. We are very pleased to h...

D.A. Davidson & Co. announced today that municipal investment banking veteran Peter Raphael has joined the firm’s public finance team in Chicago as Senior Vice President, Managing Director.

Consumers in China see fewer differences between online and offline shopping than most U.S. consumers, according to Gil Luria, Director of Institutional Research for D.A. Davidson. Luria reviews these preferences, and how companies can exploit them, in “Chinese Consumers Don’t Care if a Products is Online or Offline,” an interview with CNBC.Watch the full interview here. 

Charitable giving is best done with a plan, according to Andrew Crowell, Vice Chairman of D.A. Davidson’s Individual Investor Group. In this Morningstar article, “7 Tips for Better Charitable Giving” by John Wasik, Crowell outlines methods that can help you be certain your donations meet your intent.Read the full article here. 

The disruption created by major tech companies is driving growth that Tom Forte, Senior Institutional Research Analyst for D.A. Davidson, believes is open-ended. Forte makes the case for a bullish approach to the technology sector in an interview with CNBC.Watch the full interview here. 

D.A. Davidson & Co. announced today that Tom Forte has joined the firm’s award-winning institutional equity research team in New York to provide analysis of ecommerce companies.

Toymaker Hasbro beat analysts’ estimates for the quarter, but the company’s sales and shares were both off. Research Analyst Linda Bolton Weiser comments on Hasbro’s drop in “Hasbro posts smallest sales beat in 1½ years, shares drop,” a Reuters article by Gayathree Ganesan.Read the full article here. 

D.A. Davidson & Co. has served as exclusive financial advisor to Chosen Foods, LLC (“Chosen Foods”) in its majority sale to Sesajal S.A. de C.V. (“Sesajal”), a privately held company headquartered in the Mexican state of Jalisco and a worldwide leader in the processing of specialty oils, oily seeds and their derivatives, and Mediterranean cuisine ingredients.

D.A. Davidson & Co. announced today that Brit Stephens has been named the firm’s Head of Sales, Trading and Capital Markets.

D.A. Davidson Companies today announced that it has named Jackie Beauprez Senior Vice President, General Counsel. In her new role, Beauprez will be responsible for all of D.A. Davidson’s legal and regulatory compliance functions, including management of the firm’s Compliance Department. Based in D.A. Davidson’s office in downtown Denver, she will report to company President Larry Martinez. Jackie’s extensive experience, understanding of our industry and excellent leg...