Nami Moretti

Investor | Philanthropist @ Semi-retired | MBA

📍 United States🔄 Updated September 2026💼 1 investments📅 8 years investing🗓 Last invested Aug 2018
Angel investor🌍 United States
1
Total investments
0
Early stage
0
Mid stage
0
Late stage
8y
Years active

Portfolio

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Experience · 2 entries
All (2)
Investments (1)
2018
Shareholder
Aug 2018
At D.A. Davidson Companies, we identify and evaluate market trends, investment ideas and business opportunities, and turn them into actionable insights and strategies. Founded in 1935 as a small brokerage firm, D.A. Davidson has grown into a diversified financial services company comprised of seven distinct business units across the U.S. Through the years, our most important service has remained consistent: a personalized approach that reflects the individuality of each of our clients. As part of an employee-owned company, each of our associates has a unique perspective of success. We believe in doing what is right for our clients and are empowered to deliver high-impact solutions. We are with our clients every step of the way—leveraging our nationally-recognized research, capital markets and investment banking expertise, and a robust network of financial advisors. Clients not only benefit from our expansive platform of solutions and services, but also from strong values rooted in tradition and a deep sense of responsibility to our communities. Business units include: • Wealth Management • Trust Services • Investment Management • Equity Capital Markets • Investment Banking • Fixed Income Capital Markets
2014
Assistant Investment Manager
Jun 2014
BlackRock is a global asset manager and technology provider dedicated to helping more and more people experience financial well-being. We help millions of people invest to build savings that serve them throughout their lives. We always start with our clients’ needs and look to offer them more quality choices for how and where to invest their money. Our global investments platform offers our clients access to the world’s markets while making investing easier and more affordable. And with offices in more than 40 countries, our global expertise helps them navigate changing markets to stay ahead of the curve. Follow us for global insights shaping the economy, conversations about financial well-being and more information on culture and careers at BlackRock. https://bit.ly/3n6Fxdy