Great Falls, MT Office

Michael Kubas is a CFA® charterholder with 23 years of industry experience. He has been with D.A. Davidson & Co. and Davidson Investment Advisors since 2005. Davidson Investment Advisors is an SEC-registered firm serving individuals and institutions with discretionary and non-discretionary portfolio management. The firm employs a centralized investment team that uses fundamental, quantitative, and qualitative analysis to manage equity and fixed income strategies, emphasizing active, long-term management and tax-aware services.

Maxwell Lundgren is a financial advisor at Davidson Investment Advisors, Inc. with three years of industry experience. He holds the Series 65 designation and previously worked at Schnee's. Davidson Investment Advisors is an SEC-registered firm that provides discretionary and non-discretionary portfolio management to individuals and institutions. The firm combines fundamental, quantitative, and qualitative analysis to manage equity and fixed income strategies and offers tax-related services along with model portfolios and sub-advisory solutions.

Bryn Hagfors is a financial advisor at Davidson Investment Advisors, Inc. with eight years of industry experience. He holds a Series 65 designation and has been with Davidson Investment Advisors since 2013. Outside of his advisory role, he is a co-owner of Berner Fitness, a fitness studio in Bozeman, MT. Davidson Investment Advisors provides discretionary and non-discretionary portfolio management services to individuals and institutions. The firm employs a combination of fundamental, quantitative, and qualitative analysis, focusing on active, long-term management across equity and fixed income strategies.

Edward Crotty Jr. is a CFA® charterholder with 25 years of industry experience. He has worked with D.A. Davidson & Co. and Davidson Investment Advisors, Inc. in Great Falls, MT for the past 20 years. Outside of his advisory role, he is involved with Broiled Grapefruit, LLC, a non-investment related LLC based in Seattle, where he provides occasional problem-solving assistance. Davidson Investment Advisors is an SEC-registered firm offering discretionary and non-discretionary portfolio management to individuals and institutions. The firm employs a centralized investment team approach, combining fundamental, quantitative, and qualitative analysis to manage equity and fixed income strategies, and provides tax-aware services alongside model portfolios and sub-advisory solutions.

Andrew Davidson is a financial advisor at Davidson Investment Advisors, Inc. based in Great Falls, MT, with 35 years of industry experience. He has been with Davidson Investment Advisors and D.A. Davidson & Co. since 1993. Outside of advising, he serves as President and Secretary of the Davidson Family Foundation, a charitable nonprofit. Davidson Investment Advisors provides discretionary and non-discretionary portfolio management to individuals and institutions, including retirement plans and trusts. The firm employs a centralized investment team using fundamental, quantitative, and qualitative analysis to manage multi-cap equity and fixed income strategies, emphasizing active, long-term management and tax-aware services.

Heather Kubas is a CFA® charterholder and Series 63 licensee with 12 years of industry experience. She has been with Davidson Investment Advisors, Inc. since 2012. Davidson Investment Advisors provides discretionary and non-discretionary portfolio management to individuals and institutions, including registered investment companies, retirement plans, and trusts. The firm employs a centralized investment team that uses fundamental, quantitative, and qualitative analysis to manage multi-cap equity and fixed income strategies with an active, long-term approach.

Robert De Meulenaere is a CFA® charterholder and holds the Series 66 designation, with seven years of industry experience. He has worked at Davidson Investment Advisors, Inc. since 2019, and previously held positions at Parcion Private Wealth, UBS Financial Services Inc., and Mainstreet Advisors. Davidson Investment Advisors is an SEC-registered firm providing discretionary and non-discretionary portfolio management to individuals and institutions. The firm employs a centralized investment process combining fundamental, quantitative, and qualitative analysis, emphasizing active, long-term management across various equity and fixed income strategies.