Strategic Partners
Nathan Haney
Vice President, Trust & Estate
Nate joined D.A. Davidson in 2023 with a wealth of comprehensive estate planning experience. Prior to joining the firm, he maintained a law practice focused primarily on income and estate tax planning, probate, trust and estate administration, business formation, and succession planning. Within the area of estate planning, Nate worked with business owners and key employees to assist them with business succession in a tax (both income and estate) efficient manner.
Nate obtained his law degree from the University of Montana in 1999, and his Master of Laws (LL.M.) degree in taxation from New York University in 2000. He then served as an attorney-advisor to Judge Herbert L. Chabot of the United States Tax Court in Washington D.C. from 2000-2002 before returning to Montana in 2002.
Ryan Halleran
Senior Vice President, Director of Wealth Planning
Ryan joined D.A. Davidson in 2021, bringing diverse industry experience to the role of Director of Wealth Planning. He most recently served as the Advanced Planning Team lead for a Seattle- based RIA focused on ultra-high net worth clients. In that role, he led the build-out of a bespoke planning process to address the complex needs of clients in the space. Ryan has been able to draw on his years of experience as a financial advisor at Morgan Stanley, Wells Fargo and UBS, beginning as a solo practitioner and moving to high-producing teams, with an emphasis on wealth planning, tax mitigation, asset transfer and philanthropic giving strategies for high net worth clientele. In addition to deep financial services experience, Ryan's passion for leadership has led him to community positions early in his career, including President of his Rotary Club chapter, founding a Young Professionals organization, serving two elected terms on the Community Council of Anthem, AZ, and President of the Council in 2016. Ryan holds a bachelor's degree from the University of Washington and a law degree in business/ tax law from the University of Idaho. He lives in Sammamish, WA, with his wife and two daughters.
Steve Condon
President, Asset Management and Trust
As President of Asset Management and Trust, Steve is responsible for D.A. Davidson Trust Company, Davidson Investment Advisors and Davidson Fixed Income Management. With over $4 billion in assets under advisement, the Asset Management and Trust Group is one of the fastest growing divisions of D.A. Davidson.
Steve is the former President of The Corundum Group, a registered investment advisor and family office in Colorado, and the Corundum Trust Company. Additionally, he was a founder and board member of Central Bancorp, Inc., a diversified holding company that operated not only Corundum but also a commercial bank, mortgage company and an affiliated insurance company. Corundum operated as the family office for a select group of families representing multiple Fortune 500 companies.
Previously, Steve was a Partner and Director of Wealth Management for J.C. Bradford & Company, a regional investment firm in Nashville. He led the Trust Company for Bradford as well as the Executive Financial Planning and Corporate Executive and Retirement Services. Prior to joining Bradford, he was Vice President and Director of Corporate Executive Services at RBC Wealth Management in Minneapolis.
Steve holds a Bachelor of Science in Business Administration from the University of Minnesota’s Carlson School of Management. He is an active volunteer, previously serving as Chairman of Discover Goodwill and a board member of the Downtown Business Improvement District and Catholic Charities. He lives with his wife, Karen, in Seattle.
Scott Haigh
Senior Vice President, Portfolio Manager, Director of Managed Asset Research
Scott joined the Managed Assets Department as an analyst in 1998 and has been instrumental in the design and implementation of the department’s discretionary asset allocation programs.
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, he provides due diligence, monitoring and recommendations for the Separately Managed Account and Unified Managed Account programs.
Previously, Scott worked as an insurance products analyst at Prudential Securities. He holds a bachelor’s degree in economics from Montana State University.