D.A. Davidson Enhances Financial Institutions Research Coverage with Senior Analyst Hire

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NEW YORK--(BUSINESS WIRE)--Dec 9, 2025--

D.A. Davidson is pleased to announce that Jake Civiello has joined the Equity Capital Markets Institutional Equities team as Senior Analyst, focusing on small- and mid-cap publicly traded companies in the financial institutions sector.

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D.A. Davidson is pleased to announce that Jake Civiello has joined the Equity Capital Markets Institutional Equities team as Senior Analyst.

Civiello brings nearly 25 years of professional experience to his new role, including two decades as a sell-side research analyst at RBC Capital Markets and Janney Montgomery Scott, where he specialized in small- and mid-cap publicly traded companies.

“Jake’s extensive experience with financial institutions and proven success as a research analyst will significantly broaden our coverage and enhance the depth of our market insights,” said Rory McKinney, President of Equity Capital Markets at D.A. Davidson. “He will partner closely with our existing Financial Institutions coverage, FIG-focused specialty sales and trading team, as well as the entire ECM platform to provide best-in-class service to our institutional clients."

“I’m excited to join D.A. Davidson’s Equity Capital Markets team and contribute to its strong tradition of client-focused research,” said Civiello. “I look forward to working with the team to deliver thoughtful insights on small- and mid-cap financial institutions.”

With a senior team of approximately 20 research analysts that cover over 500 public and private companies, D.A. Davidson & Co.’s Equity Capital Markets group provides a full-service platform offering expertise to middle-market companies across four industries of focus: consumer, diversified industrials, financial institutions, and technology. D.A. Davidson is widely recognized for providing timely investment ideas supported by insightful analysis to institutional clients.

About D.A. Davidson Companies

D.A. Davidson Companies is an employee-owned financial services firm offering a range of financial services and advice to individuals, corporations, institutions, and municipalities nationwide. Founded in 1935 with corporate headquarters in Great Falls, Montana, and regional headquarters in Denver, Greater Los Angeles, New York, Omaha and Seattle, the company has approximately 1,600 employees and offices in 30 states.

Subsidiaries include D.A. Davidson & Co., a full-service investment firm providing wealth management, investment banking, equity and fixed income capital markets services, and advice; Davidson Investment Advisors, a professional asset management firm; and D.A. Davidson Trust Company, a trust and wealth management company.

For more information, visit dadavidson.com.

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CONTACT: Media Contact

Emily Roy

Prosek for D.A. Davidson

(646) 818-9232

[email protected]

KEYWORD: NEW YORK UNITED STATES NORTH AMERICA

INDUSTRY KEYWORD: PROFESSIONAL SERVICES OTHER PROFESSIONAL SERVICES FINANCE ASSET MANAGEMENT BANKING ACCOUNTING

SOURCE: D.A. Davidson

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PUB: 12/09/2025 09:00 AM/DISC: 12/09/2025 09:03 AM

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