Leadership Changes at D.A. Davidson
In a strategic move aimed at bolstering its Financial Institutions Investment Banking division, D.A. Davidson has officially appointed Gene Katz as the new Head of Financial Institutions Investment Banking. Additionally, Tom Hayes has been designated as the Head of Depositories, a newly created position within this sector. These appointments were publicly announced on October 13, 2025, marking a significant transition in the firm’s leadership structure, which is intended to promote cross-platform collaboration and improve service offerings.
Experience and Background of the New Leaders
Gene Katz, who has been with D.A. Davidson for 13 years, is recognized for his substantial contributions to the Financial Institutions Group (FIG). His expertise lies in advising community and regional banks, as well as international money center financial institutions. Before joining D.A. Davidson, Katz spent 15 years as a managing director at Hovde Financial, an investment banking firm focused on financial institutions. His extensive background and active involvement in the FIG have solidified his reputation as a key player in the industry.
Tom Hayes, taking on the newly established role of Head of Depositories, has also played a vital part in the firm’s Financial Institutions division. With over 25 years of experience, he has specialized in mergers and acquisitions, public and private equity offerings, and strategic evaluations. During his previous tenure as Co-Head of Financial Institutions Investment Banking, Hayes successfully fostered collaboration among FIG leadership, particularly with teams in Equity Capital Markets and Fixed Income Capital Markets.
Company Overview and Future Outlook
D.A. Davidson’s Investment Banking division stands out as a full-service investment bank, offering a comprehensive range of financial advisory services and capital market expertise. The firm has a robust track record of transactions, particularly within middle-market segments across various industries, including Consumer, Diversified Industrials, Financial Institutions, and Technology. In partnership with its European ally, MCF Corporate Finance, D.A. Davidson is engaged in transatlantic mergers and acquisitions under the unified branding of D.A. Davidson MCF International.
Rory McKinney, President of Equity Capital Markets at D.A. Davidson, expressed confidence in the new leadership, noting that both Katz and Hayes have been instrumental in the success of the firm’s FIG platform. He emphasized that their appointments reflect the depth of talent within the organization and are expected to facilitate continued growth and success in the future.
As D.A. Davidson continues to evolve, the firm remains committed to providing high-quality financial services and maintaining its reputation as a trusted advisor to clients across the nation. To learn more about the firm and its services, visit their official website at dadavidson.com.
Related
