Our Los Angeles Management Team

Kevin Monaco
Senior Vice President, Branch Manager
 
As Senior Vice President, Branch Manager of our flagship Los Angeles location, Kevin is responsible for the training, supervision and growth of our Wealth Management Brokerage Team.
 
With over 25 years of brokerage experience, Kevin strives to lead his team with a positive attitude and prides himself on being an advocate for both our valued clients and his experienced team of financial advisors.
 
 
 
Josh Anspaugh
Supervisory Branch Operations Manager
 
Josh Anspaugh is the Operations Manager for D.A. Davidson in downtown Los Angeles and helps manage the office operations, compliance, and support staff. He joined D.A. Davidson in Los Angeles from Raymond James where he held several roles including Branch Operations Manager, Transition Consultant, and Financial Advisor.
 
With over a decade of financial services experience, Josh has a strong track record of partnering with advisors to help them grow and improve their practices.
 
 
 
Sandra Poetz 
Associate Vice President, Regional Administrative Manager
 
Sandra serves as the Regional Administrative Manager for all Wealth Management offices in California. She joined the firm in 2013 with the merger of Crowell Weedon.
 
Sandra has 20 years of financial services experience and was named the D.A. Davidson Branch Office Operations Manager of the year in 2016. As part of the regional team, she works closely with the Branch Managers, Branch Operations Managers, Financial Advisors and Associates within the region and assists in addressing operational, technology and human resource matters.
 
 
 
Jim Layden, Jr.
Senior Vice President, Regional Director
 
Jim serves as the Regional Director responsible for all Wealth Management offices in Southern California, and joined the firm in 2015.
 
Jim’s work includes overseeing the region’s recruiting program, serving as an advocate for the branches, and acting as a liaison between the branch managers and company-wide leaders.

 

 

 

Charleen Lawrence
Vice President, Margin Manager
 
As Vice President, Margin Manager, Charleen directly supervises the Margin Team and oversees all the other Operation Associates located in Los Angeles. Charleen joined D.A. Davidson in 2014, and she brings nearly 40 years of financial services operations experience to the firm.
 

 

 

 

 

 

Jim Cronk
Senior Vice President, Operations & Technology Project Management

 

One phrase that can be heard on a regular basis in the Los Angeles branch is, “Ask Jim Cronk”. Jim is one of those people who has always found a way to get things done, especially when it comes to operations. He joined Crowell Weedon in 1983 and, except for an 18-month stretch, has been located in this office ever since. He believes in giving back to the community through charity like the YMCA Stair Climb event and is a member of the Pasadena Tournament of Roses Association. Every firm needs a Jim Cronk and Los Angeles is fortunate to have theirs. 
 
 
 
Andrew Crowell
Vice Chairman, Wealth Management
 
Andrew Crowell has been a director of D.A. Davidson Companies since the 2013 merger of D.A. Davidson and Crowell Weedon. Prior to his financial services career, which began in 1995 with Crowell Weedon, Andrew was associated with Russ Reid Company, an advertising agency serving nonprofit organizations. He serves on the North American Advisory Board of the London School of Economics and Political Science and the board of the YMCA of Metropolitan Los Angeles.  He is a member of the Advisory Board for Two Oak Investment Management, LLC and a board member of Five Acres Children's Aid Society in Altadena, California. In addition, he is a member of the Sunset Club, California Club, Valley Hunt Club, California Vintage Wine Society, San Gabriel Valley Chapter of Y.P.O., and serves on several investment committees in his community. A native Californian, Andrew graduated from Stanford University and earned a postgraduate degree from the London School of Economics and Political Science. He and his wife, Keri, have a son, Thomas, and daughter, Christine, and reside in Arcadia, California.