Joe Morgan

Head, Technology Investment Banking Group at D.A. Davidson & Co.

Joe Morgan

Joe Morgan

Head, Technology Investment Banking Group at D.A. Davidson & Co.

Overview

RelSci Relationships

1051

Relationships

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RelSci Relationships are individuals Joe Morgan likely has professional access to. A relationship does not necessarily indicate a personal connection.

Tim G. Austin

Chief Operations Officer & Senior Vice President at D.A. Davidson & Co.

Relationship likelihood: Strong

Michael Purpura

President, Wealth Management at D.A. Davidson & Co.

Relationship likelihood: Strong

James Patrick Kerr

Chairman & Chief Executive Officer at D. A. Davidson Cos.

Relationship likelihood: Strong

Michael Smith

Managing Director, Investment Banking at D.A. Davidson & Co.

Relationship likelihood: Strong

Thomas Nelson

Chief Financial Officer at D.A. Davidson & Co.

Relationship likelihood: Strong

Paul T. Weisbrich

Head, Aerospace, Defense & Government Service Team at D.A. Davidson & Co.

Relationship likelihood: Strong

Ian Davidson

Chairman Emeritus at D. A. Davidson Cos.

Relationship likelihood: Strong

Lawrence T. Martinez

President at D. A. Davidson Cos.

Relationship likelihood: Strong

Andrew I. Davidson

President at Davidson Investment Advisors, Inc.

Relationship likelihood: Strong

Peter Raphael

Senior Vice President & Managing Director, Public Finance at D.A. Davidson & Co.

Relationship likelihood: Strong

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In The News

Business Wire

October 27, 2020

D.A. Davidson Releases The Herd 2020 Featuring The Top 100 Emerging Software and Internet Companies; Rapidly expanding technology franchise provides unique views on emerging technology trends

Business Wire

October 13, 2020

D.A. Davidson & Co. Serves as Exclusive Financial Advisor to NinjaCat Inc. in its Minority Capital and Debt Raise by Clovis Point Capital and CIBC Innovation Banking; Transaction highlights Technology Investment Banking team capabilities

Business Wire

July 29, 2020

D.A. Davidson & Co. Serves as Exclusive Financial Advisor to Cforia Software, Inc. in its Acquisition by Gemspring Capital

Business Wire

June 22, 2020

Veteran Investment Banker Amy Johnson Joins D.A. Davidson to Lead Debt Advisory Practice; Firm Continues Strategic Expansion of Banking Team

Business Wire

February 4, 2020

Greg Hartlein Joins D.A. Davidson Investment Banking; Firm Continues Deepening Practice With Technology Expertise

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Joe Morgan

Head, Technology Investment Banking Group at D.A. Davidson & Co.

Education

Bachelor of Arts

University of California - Berkeley

University of California Berkeley National rankings: In a National Research Council analysis of 212 doctoral programs at American universities, 48 Berkeley programs place among the top 10 nationwide. Faculty awards and honors: There are 8 Nobel Laureates, 32 MacArthur Fellows, and 4 Pulitzer Prize winners among the current faculty. History of UC Berkeley: Historical highlights, arranged by topic, following the campus's development — from UC's founding in 1868 to a turn-of-the-century building boom, a research explosion in the 1930s, the Free Speech Movement of the '60s, and Berkeley's key role today in science and technology revolutions. Timeline of discoveries and contributions by UC Berkeley scholars. Traditions of Cal: Who was the Angel of Death? What's with the "Big C" up there in the hills — and why is it sometimes green? Who wears Oski's jolly bear head and size 54 yellow sweater? Tours and webcams: Check out what's happening on Sproul Plaza, the campus's true heart. See stunning live views of the Bay Area from the Lawrence Hall of Science's perch in the Berkeley hills. Chancellor and administration: Information on Chancellor Robert Birgeneau, Executive Vice Chancellor and Provost George W. Breslauer, and how the university is organized. Organizational charts are included. UC System overview and links: On the campuses, laboratories, and medical centers that comprise UC's public educational system, as well as UC's K-12 partnerships, economic impact, and agriculture and environmental resources.

Career History

Head, Technology Investment Banking Group

Current

D.A. Davidson & Co.

D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm is a subsidiary of D.A. Davidson Companies, a financial services holding company. They provide analysis and research recommendations for institutional clients throughout North America. Their research focuses on companies in selected industries, where they have analytical advantages, including proximity, industry expertise and/or experience. D. A. Davidson focuses on the following industries: capital goods and industrials, basic materials, technology, infrastructure, financial services and consumer services.

Managing Director, Technology Banking Team

2017 - Current

D. A. Davidson Cos.

D. A. Davidson Cos. provides investment banking services. Its services include integrated brokerage, capital markets and money, and trust and wealth management services. The company operates through D.A. Davidson and Co., Investment Advisors, Trust Co., Fixed Income Management, and Davidson Travel. D. A. Davidson was founded in 1935 and is headquartered in Great Falls, MT.

Managing Director, Technology Investment Banking

2015 - 2017

Wedbush Securities, Inc.

Wedbush Securities, Inc. is a full-service investment bank and brokerage firm headquartered in Los Angeles, California. The firm was founded in 1955 as Wedbush Morgan Securities, Inc. and they are a subsidiary of WEDBUSH, Inc. Wedbush Securities provides a wide range of securities brokerage, wealth management, and investment banking services to private and institutional clients. Their research focuses on providing coverage of small and mid-sized companies in the following industries: (1) consumer products and services (2) technology (3) entertainment and media (4) life sciences and (5) industrial growth and clean technology.

Transactions

Details Hidden

RIB Software SE purchases Building Systems Design, Inc. from The Construction Specifications Institute, Inc.

Other Affiliations

Joe Morgan is affiliated with D.A. Davidson & Co., D. A. Davidson Cos., Wedbush Securities, Inc., Signal Hill Capital Group LLC, Montgomery & Co. LLC, Montgomery & Co., Citigroup, Inc., J.P. Morgan & Co., Inc. (Old)

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Browse in-depth profiles on 12 million influential people and organizations. Find RelSci relationships, employment history, board memberships, donations, awards, and more.

Explore notable alumni from top universities and organizations. Expand your fundraising pool and make warm introductions to potential new business connections.

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