Brian Sunderman

Portfolio Manager-Equities at D.A. Davidson & Co. (Investment Management)

Finance

Consumer Services

Profile

Brian Mark Sunderman is currently working as an Associate Financial Advisor at D.A.
Davidson & Co. (Investment Management) since 2016.
Prior to this, he worked as an Investment Consultant at SMITH HAYES Advisers, Inc. from 2013 to 2016.
He completed his undergraduate degree from The University of Nebraska-Lincoln in 2013.

Brian Sunderman active positions

Companies	Position	Start
D.A. Davidson & Co. (Investment Management) D.A. Davidson & Co. (Investment Management) Investment ManagersFinance D.A. Davidson & Co. (Investment Management) (DAD-IM) is the asset management division of D.A. Davidson & Co., a registered broker-dealer headquartered in Great Falls, Montana. The firm is a subsidiary of D.A. Davidson Companies, a financial service holding company. Founded in 1935, DAD-IM provides professional money management services to a variety of individual and institutional clients.	Portfolio Manager-Equities	2016-07-27

All active positions of Brian Sunderman

Former positions of Brian Sunderman

Companies	Position	End
SMITH HAYES Advisers, Inc. SMITH HAYES Advisers, Inc. Investment ManagersFinance Founded in 1997, SMITH HAYES Advisers, Inc. is a registered investment adviser headquartered in Lincoln, Nebraska. The firm and their affiliated broker dealer, SMITH HAYES Financial Services Corp., are wholly-owned subsidiaries of SMITH HAYES Cos. SMITH HAYES' investment consultants provide professional money management services for fixed and asset-based fees to individual investors, corporations, employee benefit plans, foundations, and trusts.	Portfolio Manager-Equities	2016-07-27

See the detail of Brian Sunderman's experience

Training of Brian Sunderman

The University of Nebraska-Lincoln

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Brian Sunderman's experience

Connections

1st degree connections

1st degree companies

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Female

Members of the board

Executives

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Linked companies

Private companies	2
SMITH HAYES Advisers, Inc. SMITH HAYES Advisers, Inc. Investment ManagersFinance Founded in 1997, SMITH HAYES Advisers, Inc. is a registered investment adviser headquartered in Lincoln, Nebraska. The firm and their affiliated broker dealer, SMITH HAYES Financial Services Corp., are wholly-owned subsidiaries of SMITH HAYES Cos. SMITH HAYES' investment consultants provide professional money management services for fixed and asset-based fees to individual investors, corporations, employee benefit plans, foundations, and trusts.	Finance
D.A. Davidson & Co. (Investment Management) D.A. Davidson & Co. (Investment Management) Investment ManagersFinance D.A. Davidson & Co. (Investment Management) (DAD-IM) is the asset management division of D.A. Davidson & Co., a registered broker-dealer headquartered in Great Falls, Montana. The firm is a subsidiary of D.A. Davidson Companies, a financial service holding company. Founded in 1935, DAD-IM provides professional money management services to a variety of individual and institutional clients.	Finance