D.A. Davidson & Co., an employee-owned financial services firm that offers wealth management, investment banking, equity research and fixed income capital markets services, announced today the appointment of Rory McKinney as President of Equity Capital Markets, succeeding Monte Giese, who is retiring. McKinney will become the third President of Equity Capital Markets in D.A. Davidson’s 87-year history. He will report to Larry Martinez, Chief Executive Officer of D.A. Davidson Companies. His appointment became effective October 1, 2022.

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“I am stepping into this role with a high focus on continuing to grow our Equity Capital Markets business by broadening our client relationships and hiring exceptional talent that fits with our entrepreneurial and highly collaborative culture,” said Rory McKinney, President of Equity Capital Markets. (Photo: Business Wire)

Under McKinney and Giese’s leadership, the Equity Capital Markets Group has achieved record-setting growth via expansion to various geographies, new industry verticals and product areas, and through strategic partnerships that are aligned with the firm’s goals to deliver world-class services to middle-market clients. Over the past five years, D.A. Davidson’s Equity Capital Markets team has completed over 600 transactions with an aggregate deal value of more than $70 billion. “The selection of Rory as the next President of Equity Capital Markets was a natural evolution of the leadership partnership between Monte and Rory,” said Larry Martinez, Chief Executive Officer of D.A. Davidson Companies. “Rory is passionate about D.A. Davidson, our people and our clients, and I am confident that under his leadership, the Equity Capital Markets team will be prepared to further build upon the group’s momentum.”

McKinney has over 15 years of experience at D.A. Davidson, most recently serving as Head of Investment Banking, having joined the Investment Banking Group in 2007. Since 2014, he has served in a leadership capacity as a driving force behind D.A. Davidson becoming a leader in middle-market M&A and equity capital markets across key industry verticals, including the consumer, diversified industrials, financial institutions, and technology sectors.

“I am stepping into this role with a high focus on continuing to grow our Equity Capital Markets business by broadening our client relationships and hiring exceptional talent that fits with our entrepreneurial and highly collaborative culture,” said Rory McKinney, President of Equity Capital Markets. “It is an honor to lead this growing team, and I look forward to partnering with my colleagues to help clients achieve their strategic 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 1,525 employees and offices in 27 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; D.A. Davidson Trust Company, a trust and wealth management company; and Davidson Fixed Income Management, a registered investment adviser providing fixed income portfolio and advisory services.

For more information, visit dadavidson.com.

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