John Kennedy, CFA®, Senior Financial Advisor, Portfolio Manager


While there are many ways to participate in the financial markets, we believe successful investing is best achieved through proper diversification and tailored solutions. Committed to providing appropriate recommendations, we seek to understand each client's objectives and tolerance for investment risk. Once we have a comprehensive view of each client's unique needs, goals, and motives we can then deliver tailored financial solutions.

John provides customized investment advice, financial planning and value-added services to businesses, institutions, executives and their families.

In addition to a focus on investment selection, John believes close attention should be given to clients' individual needs with respect to financial goals, estate planning, asset allocation, and wealth accumulation and preservation strategies. He utilizes a team approach with high net worth clients to meet a wide array of demands while delivering outstanding services.

With over 20 years of experience in the financial services industry, John has held a number of positions in investment management, corporate finance, and strategic management consulting, and has acted as a senior advisor to executives, institutional investors, and companies across the globe. A CFA charterholder, John leverages his access to corporate leaders and industry specialists to provide clients with enhanced resources, value-added services and timely insight.

John meets with clients at D.A. Davidson's Santa Barbara, Ventura, Encino, Los Angeles, Pasadena and Long Beach offices.