Team

 

John Kennedy, CFA Financial Advisor

John enjoys working with clients that value well-planned strategies and tactics. He provides customized investment advice, wealth strategies, and value-added services to businesses, institutions, executives and their families.

John has completed the Chartered Financial Analyst Program and is a CFA charterholder. He is an active member of the CFA® Institute and CFA® Society of Los Angeles. A graduate of the University of California at Santa Barbara, John received a bachelor's degree in business economics and a certificate in accounting. Additionally, he has completed the Series 7, 65, 66 and CPA examinations.
 
Outside of work, John is actively involved with a number of community nonprofits. He enjoys reading, audio books, hiking, traveling, and spending time with his wife, Sheena, and two young children, Kaitlin and Matthew.
 
Our Extended Team of Integrated Wealth Planning Professionals
 

April Zee  Associate Director, Wealth Planning

April creates holistic, tailored and objective wealth planning solutions by helping clients first explore, then more clearly identify, what is most important to them. April has more than 15 years of financial experience and has earned a certificate as a Personal Financial Planner. She holds a master’s in psychology from Pepperdine University and a bachelor’s in psychology from the University of California, San Diego. She has completed course work for her doctorate in psychology from Ryokan College.

 

John Briscoe Vice President, Trust and Estate Planning, D.A. Davidson Trust Co.

John joined D.A. Davidson in 2017 with a wealth of comprehensive estate planning experience, most recently managing his own law firm. Prior to that, he spent several years with a boutique estate planning firm that served as fiduciary and asset managers on trusts, including closely held businesses, real estate, and other special assets. John holds a JD from the University of Oklahoma, a bachelor’s degree in finance from the University of Central Oklahoma and also studied at Queen’s College, University of Oxford, UK.

 


Connie Bergstrom, QPFC, AIF®  Vice President, Associate Director, Retirement Plan Consultant

Connie works with the firm’s financial advisors and their retirement plan clients to help find solutions, empowering plan sponsors to act in the best interests of plan participants and their beneficiaries. Connie provides education, marketing and support for all types of retirement plans and is a resource for qualified and non-qualified retirement plans, IRAs and annuities. She joined D.A. Davidson in 1997 with 10 years of prior experience in the financial industry. She holds a bachelor’s degree in business - finance in addition to the Qualified Plan Financial Consultant designation through the American Society of Pension Professionals and Actuaries, and the Accredited Investment Fiduciary® certification from the Center for Fiduciary Studies.


Steven Condon  President, Asset Management and Trust

Steve oversees the asset management and trust divisions at D.A. Davidson Companies. Within D.A. Davidson Trust Company, he has broad oversight responsibility for ensuring the trust company provides comprehensive planning for its clients and also for management of the firm’s team of professionals. Steve joined the firm in April 2015 after previously serving as President of The Corundum Group in Colorado Springs. Additionally, he was a founder and board member of Central Bancorp, Inc., a diversified holding company operating not only Corundum but also a commercial bank, mortgage company and an affiliated insurance company. Steve holds a bachelor’s degree in business administration from the University of Minnesota’s Carlson School of Management.


Hedley (Lea) Greene  Senior Vice President, Co-Director of Wealth Planning

Lea assists clients in defining their estate planning, business succession and philanthropic goals, and develops road maps to accomplish them. He is an attorney with over 35 years of private practice centered on estate planning and business representation with an emphasis on tax, corporate and partnership law, acquisitions and mergers, financial institutions, real estate, estate planning and elder law. Lea is an alumnus of Stanford University and the University of Washington, and holds an MBA from Western New England College and a master’s in taxation from Gonzaga University. He received his law degree, magna cum laude, from Gonzaga University School of Law.


Jeff Taylor  Senior Vice President, Davidson Insurance Agency

Jeff assists clients in all aspects of their risk management needs. He has extensive experience in the profession, having worked in insurance, estate planning and investment planning since 1984, and for more than nine of those years, owned and operated his own insurance agency, The Taylor Group. Jeff was a contributing expert for the book “Wealth Management and Preservation,” with the National Network of Estate Plan Attorneys, and has completed work with the College for Financial Planning and Life Underwriter Training Council. He is active in various professional organizations.


James Ragan, CFA Director of Wealth Management Research

James and his research team provide equity research and updates, portfolio analysis tools and model portfolios of recommended equities to financial advisors and their clients, including individual investors and their families, businesses and nonprofits. His focus is on developing multiple channels for distribution of research to D.A. Davidson’s roughly 400 financial advisors and their clients so that each client can make informed financial decisions that match their objectives and situations. James has spent over 20 years in the financial services industry, and is co-manager of the D.A. Davidson Focus List model portfolio. He is a graduate of the University of California, Los Angeles with an MBA in finance, a bachelor’s degree in economics/management and also holds the Chartered Financial Analyst® designation.


Scott Haigh Senior Vice President, Portfolio Manager, Director of Managed Assets Research, D.A. Davidson & Co.

Scott is head of the department’s investment management research efforts covering mutual funds and exchange traded funds, and serves as lead portfolio manager for the firm’s proprietary Managed Funds Portfolios program. In addition, Scott provides due diligence, monitoring and recommendations for the Separately Managed Account and Unified Managed Account programs. He has been instrumental in the design and implementation of the department’s discretionary asset allocation programs. Previously, Scott worked as an insurance products analyst at Prudential Securities, and he holds a bachelor’s degree in economics from Montana State University.

John Kennedy and other valued team members are available to meet with clients at D.A. Davidson's Santa Barbara, Ventura, Encino, Los Angeles, Pasadena and Long Beach offices.