D.A. Davidson & Co. Promotes Executives to Top Posts.Changes Reflect Full-Service Capabilities of Regional Brokerage Firm GREAT FALLS Great Falls, city (1990 pop. 55,097), seat of Cascade co., N central Mont., second largest city in the state, at the confluence of the Missouri and Sun rivers and near the falls that give the city its name; inc. 1888. , Mont. -- D.A. Davidson & Co., the largest full-service investment firm based in the Northwest, today announced the promotions of three key executives to new positions in a move that reflects the company's diversified growth and its commitment to serve its expanding base of clients. "We're very pleased to announce promotions for three very deserving leaders who have made tremendous contributions to our company," said Bill Johnstone, CEO (1) (Chief Executive Officer) The highest individual in command of an organization. Typically the president of the company, the CEO reports to the Chairman of the Board. of Davidson Companies, the parent company to D.A. Davidson & Co. "Under their leadership, we anticipate continued growth and success in the business units they oversee. We heartily congratulate Jim Kerr, Sam Doyle Sam Doyle (1906-1985) was a Gullah folk artist born on Saint Helena Island, South Carolina. He painted on scraps of wood and metal, documenting both St. Helena firsts and prominent members of the island community. and Doug Woodcock woodcock: see snipe. woodcock Any of five species (family Scolopacidae) of plump, sharp-billed migratory birds of damp, dense woodlands in North America, Europe, and Asia. and look forward to their ongoing contributions to our clients' success." Jim Kerr has been named President of the firm's Private Client Group, the division of the company that assists individual investors and businesses with a full menu of investment products and services. Kerr has been a senior executive with D.A. Davidson & Co. since October 2005. Since joining the firm, he has been a driving force in the significant growth of the Private Client Group, in part by attracting highly experienced financial professionals to the firm. Kerr joined the firm with nearly 30 years of prior financial services The examples and perspective in this article or section may not represent a worldwide view of the subject. Please [ improve this article] or discuss the issue on the talk page. and managerial experience, most recently serving as regional manager of private client services with Wells Fargo Wells Fargo armored carriers of bullion. [Am. Hist.: Brewer Dictionary, 1147] See : Protectiveness Wells Fargo company that handled express service to western states; often robbed. [Am. Hist. , where he oversaw Private Banking, Investment Management, Brokerage and the Trust Company for the State of Washington. He also served in management positions with firms that were then called Ragen MacKenzie and Dain Bosworth. Kerr works from the firm's Seattle and Great Falls, Mont., offices. Sam Doyle has been named President of the firm's Fixed Income Capital Markets Group, the division of the company that provides bond sales and trading, public finance and other fixed income products and services to both individual and institutional clients. In part because of his leadership, the firm's Fixed Income Capital Markets Group has grown and diversified tremendously in recent years. In 2006, the firm was ranked 13th nationally based on the number of public finance transactions the firm completed. Doyle has been with D.A. Davidson & Co. since January 2005, when D.A. Davidson acquired the fixed income business of the Kirkpatrick Pettis companies. He joined Kirkpatrick Pettis in 1991 after serving in various leadership positions with firms in Denver. Doyle also serves on the Davidson Companies Board of Directors and works from the firm's office in downtown Denver. Doug Woodcock has been named President of D.A. Davidson & Co.'s Equity Capital Markets Group, the division of the firm that includes investment banking, equity sales and trading, research and corporate services Activities that combine or consolidate certain enterprise-wide needed support services, provided based on specialized knowledge, best practices, and technology to serve internal (and sometimes external) customers and business partners. . Woodcock has long been a leader with Davidson Companies, serving on the company's Board of Directors, the Executive Committee and the Management Council. Woodcock was a managing director and principal with Jensen Securities Co. until it was acquired by D.A. Davidson & Co. in 1998. His 27 years of securities industry experience also include positions with A.G. Becker, Dean Witter Reynolds Dean Witter Reynolds was an American stock brokerage catering to the middle class. In 1997, it merged with the Morgan Stanley Group to form Morgan Stanley Dean Witter. The amalgamated firm is now known as Morgan Stanley. and Dakota Partners, an investment partnership. He oversees the firm's Equity Capital Markets office in Lake Oswego Lake Os·we·go A city of northwest Oregon, a residential suburb of Portland. Population: 35,800. , Ore., just outside Portland. About D.A. Davidson & Co. Founded in 1935, D.A. Davidson & Co. is an employee-owned, full-service investment firm providing integrated financial products and services from offices in 16 states. Besides serving individual investors and businesses, the company also provides investment banking, award-winning research, asset management, financial planning Financial planning Evaluating the investing and financing options available to a firm. Planning includes attempting to make optimal decisions, projecting the consequences of these decisions for the firm in the form of a financial plan, and then comparing future performance against , insurance services and other investment products and services to institutional and corporate clients. The company is known for its Davidson 99 Regional Stock Index([R]), comprised of 99 stocks of leading public companies in the Northwest and Rocky Mountain regions The Rocky Mountain Region is a floristic region within the Holarctic Kingdom in western North America (Canada and the United States) delineated by Armen Takhtajan and Robert F. Thorne. . D.A. Davidson & Co. is owned by Davidson Companies, a Montana-based financial services holding company owned by employees. Also part of Davidson Companies are Davidson Investment Advisors Investment Advisor 1. A person making investment recommendations in return for a flat fee or percentage of assets managed, known as a commission. 2. For mutual fund companies, it is the individual who has the day-to-day responsibility of investing and monitoring the cash and , a professional money management firm; Davidson Trust Co., a wealth management and trust operation; Davidson Fixed Income Management, a registered investment adviser providing money management and other fixed income services to mostly institutional clients; and Davidson Travel, a full-service travel agency. |
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