People - Perspectives & Insights Article

Leading Estate Transfers with Precision and Empathy

Catherine Lara finds meaning in guiding clients through the financial processes associated with loss.

Lessons from Innovation Cycles

Nate Liao shares the importance of patience and perspective when identifying investment opportunities.

Attempting to Predict the Future: Inside the World of Technology Research

Gil Luria compares his passion for stocks to sports: the scoreboard shows the wins.

Helping Communities Reach New Horizons

Connie Gonzalez shares her passion for creative capital markets projects and the impact they have on her state’s growth.

High Touch in a High-Tech World: The EPIC Finance Approach

Get to know the EPIC Finance Team, led by Managing Director Charlie Zitnik and Senior Vice President Steve Goehl.

Building Futures: A Banker’s Role in Financing Education and Fostering Relationships

Eric Duran talks about navigating challenges and creating opportunities for future generations.

Three Essential Skills for Investment Bankers

Danny Friedman advises that intellectual curiosity, empathy, and an insatiable drive are must-have qualities to succeed in the business.

Modern Financial Advisors: Olympians of the Financial World

Just as athletes have improved performance over the years, so too has the financial advisor. Advancements in knowledge, technology, and tools have transformed both fields, elevating their respective standards of excellence.

Beyond Numbers: Celebrating Our Female Advisors

D.A. Davidson proudly celebrates Women’s History Month by spotlighting our esteemed financial advisors on social media. Meet two of our professionals as they share their inspiring stories.

The Power of Women in Finance

In recognition of Women’s History Month, meet five of our outstanding professionals who share their insights on working in the financial industry and the support they receive from D.A. Davidson.