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 DAD-IM offers a variety of equity and taxable/tax-exempt fixed income investment strategies. Each of their investment strategies adheres to the core elements of their investment philosophy, taking a long-term, research-based, and risk-aware approach.	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 SMITH HAYES Advisers' security analysis methods may include fundamental analysis, technical analysis or a combination of the two. The firm may use no-load open and closed-end mutual funds, including ETFs, which grant access to markets where they either cannot provide adequate expertise or where the client could not acquire sufficient corporate bonds, REITs, or other specific investment products.	Portfolio Manager-Equities	2016-07-27

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Training of Brian Sunderman

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Linked companies

Private companies	3
SMITH HAYES Advisers, Inc. SMITH HAYES Advisers, Inc. Investment ManagersFinance SMITH HAYES Advisers' security analysis methods may include fundamental analysis, technical analysis or a combination of the two. The firm may use no-load open and closed-end mutual funds, including ETFs, which grant access to markets where they either cannot provide adequate expertise or where the client could not acquire sufficient corporate bonds, REITs, or other specific investment products.	Finance
The University of Nebraska-Lincoln The University of Nebraska-Lincoln Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
D.A. Davidson & Co. (Investment Management) D.A. Davidson & Co. (Investment Management) Investment ManagersFinance DAD-IM offers a variety of equity and taxable/tax-exempt fixed income investment strategies. Each of their investment strategies adheres to the core elements of their investment philosophy, taking a long-term, research-based, and risk-aware approach.	Finance