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David Giunta

Research Analyst at Bank of Montreal

David Giunta is an Equity Research Associate at BMO (Bank of Montreal) specializing in financial institutions coverage, with a particular focus on banking and financial services companies. He previously served as an Equity Research Financial Institutions Group (FIG) Associate at Wedbush, refining his expertise in sector-specific analysis. Giunta began his research career following analytical roles in the finance industry and joined BMO in Montreal to deepen his specialization. He holds relevant professional credentials associated with research analyst roles, supported by hands-on experience at multiple firms.

David Giunta's questions to AMERIPRISE FINANCIAL (AMP) leadership

Question · Q3 2025

David Giunta asked for clarification on administrative changes impacting net new assets and requested an update on the current advisor headcount. He also questioned whether regional bank M&A risks would limit deals in the bank channel or provide opportunities.

Answer

Chairman and CEO Jim Cracchiolo explained that administrative changes were a one-time adjustment to wrap programs for consistency and declined to provide an updated advisor headcount, stating it was consistent with normal growth. Regarding regional bank M&A, he acknowledged it presents market adjustments but stated Ameriprise's bank focuses on organic wealth management growth for its clients, not further expansion into the banking business.

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