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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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Heather E. Kubas, CFA
Director of Operations
Heather is a member of the client servicing team and oversees the "middle office" function at Davidson Investment Advisors, which involves population of consultant databases, completion of RFP/RFI requests as well as coordination and streamlining of operations activities. Prior to joining Davidson, Heather was an equity research analyst at Craig-Hallum Capital Group in Minneapolis, covering the business and consumer service industries. Additionally, Heather was Director of Operations at Hoover Investment Management in San Francisco. Heather earned a BS in finance and economics from Montana State University and holds the CFA® (Chartered Financial Analyst) designation. |
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Sarah F. Hessler
Registered Senior Executive Assistant
Sarah serves as a member of the client service team providing direct relational support to clients, as well as serving as the President's Executive Assistant. Sarah started employment with Davidson Companies in 2009; prior to that, she worked as a Marketing Manager/Office Manager with and independent advisor through LPL Financial in Boise, Idaho. Sarah earned a BA from Rocky Mountain College and holds her FINRA Series 7 and 66 licenses. |
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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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