Dustin Brumbaugh, a longtime financial professional, has partnered with veteran advisor Richard Tschetter to begin serving as Senior Vice President, Financial Advisor in the firm’s Bellevue office.
Brumbaugh until recently was Director of Individual Investor Group Research for D.A. Davidson, working in the firm’s downtown Seattle office. His move to become a financial advisor reflects his desire to work more closely alongside clients as they create strategies for reaching their unique financial objectives.
Brumbaugh is entering into a partnership with Tschetter, Senior Vice President, Financial Advisor. Tschetter was named to the 2015 Financial Times 400, a list of the nation’s top financial advisors. Additionally, David Tschetter, Financial Advisor, also is a member of the partnership, serving clients who include individual investors and their families as well as businesses and nonprofit clients.
Brumbaugh joined D.A. Davidson in 2012 with strong experience in fundamental equity research that spanned multiple sectors and small- to large-cap companies. Previously, he served as Director of Research and Focus List manager at E.K. Riley Investments, a Seattle-based firm. In the 10 years prior, he was a key member of the equity research team at Ragen Mackenzie, also in Seattle, where he last served as Vice President, Senior Equity Analyst.
Brumbaugh earned his bachelor’s degree in business administration, with a finance emphasis, from the University of Washington. He holds the Chartered Financial Analyst designation and is a member of the CFA Society of Seattle. In addition, he is active in the community, serving as a volunteer in his church, in children’s activities and more. He was a member of the board of directors for Agros International (a nonprofit organization helping families in Central America and Mexico) from 2005 to 2012, served as vice chairman of the group’s board in 2011, and has taken overseas trips to provide hands-on work as part of Agros.
Founded in 1935, D.A. Davidson & Co. is the largest full-service investment firm based in the Northwest. D.A. Davidson & Co. Is part of employee-owned D.A. Davidson Companies, a financial services company with 1,300 employees working in 24 states.
Also part of D.A. Davidson Companies are: D.A. Davidson Trust Company, a wealth management and trust firm; Davidson Investment Advisors, a professional asset management firm; and Davidson Fixed Income Management, a registered investment adviser providing fixed income portfolio management services.