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Steven R. Pines
Director of Business Development, Institutional Sales
Steve is responsible for directing sales and marketing activities for Davidson Investment Advisors, focusing on the development of relationships with institutional investors across North America. Prior to joining Davidson, Steve spent nine years at The Northern Trust Company working as a Senior Investment Consultant servicing institutional investors within the US and Canada. Additionally, Steve has worked as an Investment Consultant with CRA RogersCasey and as a marketing professional with Lehman Brothers Asset Management. Steve is a member of the Canadian Pension & Benefit Institute (CPBI) as well as the Association of Investment Management Sales Executives (AIMSE). He has participated on the Financial Services committee for the Jewish Federation of Metropolitan Chicago.
Steve earned a BA in communication research from the University of Wisconsin-Madison and an MBA in finance from the Kellstadt Graduate School of Business at DePaul University.
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Dean F. Clemetsen
Director of Business Development, Wealth Strategies
Dean is responsible for the direct marketing of Davidson Investment Advisors' four investment strategies and the Davidson mutual fund. Prior to joining Davidson, Dean worked the past 10 years as a Regional Consultant for Thornburg Investment Management in Santa Fe, NM. Additionally, he worked several years as a Sales Consultant at First Eagle/Sogen funds and as an Internal Wholesaler at Mainstay Funds. Dean earned a bachelor's of science degree in Business Management from Ithaca College and holds the CIMA® (Certified Investment Management Analyst) and AIF® (Accredited Investment Fiduciary) designations |
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Erica L. Lynn
Trader/Portfolio Administrator
Erica is a member of the client servicing team and serves as portfolio administrator and trader in support of Davidson Investment strategies. Her responsibilities involve composite maintenance including GIPS® standards compliance. In 2008, Erica joined Davidson Investment Advisors, after serving as a Trader in the Managed Assets division of D.A. Davidson & Co. Prior to that, Erica worked for Davidson Trust Co. serving as a Mutual Fund Administrator. Erica holds both Series 11 and Series 63 licenses.
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Mary A. Mills
Client Services
Mary is a member of the client service team in support of Davidson Investment strategies. In 2009, Mary joined Davidson Investment Advisors after working for D.A. Davidson & Co. for over 30 years - the last ten years as Senior Executive Assistant to Andrew Davidson. Mary holds both FINRA Series 7 and Series 63 licenses.
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Patricia J. Groshelle
Trader/Portfolio Administrator
Patricia is a member of the client service team and serves as portfolio administrator and primary trader in support of Davidson investment strategies. Patricia joined Davidson Investment Advisors in 2010 after spending 4 ½ years
working in a variety of operational roles for D.A. Davidson & Co. Prior to her tenure at D.A. Davidson, Patricia worked as a finance manager in the automotive industry. Trish holds the FINRA Series 7 license.
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