D.A. Davidson & Co. has promoted Steve Lelli to lead the firm’s Bend office as Vice President, Financial Consultant and Branch Manager.
In his new role, Lelli will continue to work with his own clients and will oversee the management and day-to-day operations of the 7-person office that serves both individual investors and businesses. The D.A. Davidson office in Bend, at 360 SW Bond Street, has been serving investors since April 2000.
Lelli joined the firm in July 2009 with 29 years’ experience in the financial services industry. He began his career at Hammerbeck and Co. in Bend in 1980, and later was with Shearson/Smith Barney. He is a graduate of Chico State University with bachelor’s degrees in economics and finance.
Founded in 1935, D.A. Davidson & Co. is the largest full-service investment firm based in the greater Northwest. D.A. Davidson & Co. is part of Davidson Companies, an employee-owned financial services holding company based in Great Falls that has more than 1,100 employees working in 16 states. Also part of Davidson Companies are Davidson Trust Co., a wealth management and trust firm; Davidson Investment Advisors, a professional asset management firm; and Davidson Fixed Income Management, a registered investment adviser providing wealth management and other fixed income services.
www.dadavidson.com.
