D.A. Davidson ups Giese to equity capital markets president

D.A. Davidson & Co. has promoted Monte Giese to president of its equity capital markets group. Giese first joined the investment firm in 1995.


GREAT FALLS, Mont.–(BUSINESS WIRE)–D.A. Davidson & Co., a full-service investment firm with operations nationwide, today announced that Monte Giese has been named President of its Equity Capital Markets Group. Giese will oversee a growing business unit that offers investment banking, institutional research, equity sales and trading, brokered CD underwriting and corporate services.

“Monte is an exceptional leader with a deep understanding of the capital markets industry and the needs of our clients,” said Jim Kerr, CEO of D.A. Davidson. “He has proven to be an integral part of the growth of our Equity Capital Markets Group, and his leadership will be pivotal for continued strides.”

Giese has served as Co-Head of Investment Banking for D.A. Davidson since 2014, and that business has nearly doubled in size since then. He joined D.A. Davidson in 1995 and was one of the firm’s most productive investment bankers before joining its banking leadership team. A graduate of Harvard University, he also has prior experience working with investment bank Alex, Brown & Sons.

“I am excited about the opportunities within our Equity Capital Markets group,” Giese said. “In a rapidly changing industry, we believe our corporate and institutional clients value the fundamentals that have driven D.A. Davidson’s business for 81 years – a full-service approach delivered with honesty, integrity and an eye toward the best possible outcomes for our clients.”

Giese fills the position previously held by Doug Woodcock, who is retiring after leading the firm’s Equity Capital Markets Group since 2000.

About D.A. Davidson & Co.
Employee-owned D.A. Davidson & Co. is the largest full-service investment firm headquartered in the Northwest, with clients and operations nationwide. The firm’s Equity Capital Markets Group offers a full suite of investment services and products, including investment banking, institutional sales, trading, research and corporate services. D.A. Davidson’s investment banking team provides merger and acquisition services, strategic advisory and access to public and private capital markets. In addition, the firm’s industry-driven research team offers award-winning research, supported by sales and trading professionals. Besides the firm’s Equity Capital Markets Group, the firm offers wealth management advice and services through its Individual Investor Group and Fixed Income Capital Markets services and advice.

D.A. Davidson is part of D.A. Davidson Companies, a financial services holding company with more than 1,380 employees and offices in 23 states. Also part of D.A. Davidson Companies are D.A. Davidson Trust Company, a trust and wealth management firm; Davidson Investment Advisors, a professional asset management firm; and Davidson Fixed Income Management, a registered investment adviser offering fixed income portfolio management and other advisory services.

For more information, see www.dadavidson.com or Twitter: @DADavidsonCo