Director
and access,
Greg Hartlein is a Director in the Investment Banking group, focused on the Technology sector. He has more than a decade of experience executing transactions for middle-market technology companies, with a focus on vertical-market software, specifically in Healthcare and enterprise SaaS. Greg joined D.A. Davidson with extensive experience in the investment banking and financial services industry, most recently with Stephens Inc., where he opened the Boston office and was a senior member of the firm’s technology investment banking team. He previously served as a banker with the technology teams of both ThinkEquity LLC and Stifel. Greg holds a bachelor’s degree from Drexel University with concentrations in finance and economics.