MINNEAPOLIS
--(BUSINESS WIRE)--Jun. 19, 2014--
Piper
Jaffray
(NYSE: PJC), a leading investment bank and asset management
firm, is pleased to announce its continued expansion of personnel and
resources dedicated to financial institutions.
Lisa Dotzenrod
joined
Piper Jaffray
in May as a fixed income strategist,
responsible for providing analysis and insight tailored to financial
institutions. She will join the existing strategy and analytics team to
work with the firm’s clients to identify fixed income opportunities and
advise on portfolio strategy. Dotzenrod was previously a fixed income
strategist at
Wells Fargo Securities
. She is a CFA charterholder and has
a Master of Business Administration degree from the
University of
Minnesota
–
Carlson School of Management
.
Prior to Dotzenrod’s appointment,
Doug Munson
and
Scott King-Ellison
joined
Piper Jaffray
in mid-2013 from
Wells Fargo
to start a portfolio
and balance sheet strategies team. Additionally, 10 senior salespeople
covering banks and credit unions joined the firm in multiple locations
throughout the country. As other broker-dealers merge and shrink,
Piper
Jaffray
will continue to expand its financial institutions business with
strategic sales hires nationwide.
In addition to growing headcount,
Piper Jaffray
has recently partnered
with
Municipal
Market Advisors
(MMA) to offer their clients portfolio credit
benchmark (PCB) reviews to satisfy recent OCC and
FDIC
regulation. By
partnering with a municipal research firm with a 20-year history,
Piper
Jaffray
aims to help their clients with the ongoing due diligence of
their investment portfolios while satisfying the need for independence
with a market leader in MMA.
“Transformational changes are taking place across the market and
regulatory landscape, and these challenges are materially impacting
financial institutions,” commented
Matthew Banks
, managing director and
head of
Piper Jaffray
fixed income sales. “Banks and credit unions are
increasingly partnering with our sales team for strategic guidance
around market forces while interpreting and complying with new
regulatory rules.”
For more information regarding
Piper Jaffray
capabilities for banks and
credit unions, please visit
www.piperjaffray.com/financialinstitutions
.
About
Piper Jaffray
Piper
Jaffray Companies
(NYSE: PJC) is an investment bank and asset
management firm headquartered in
Minneapolis
with offices across the
U.S. and in
London
,
Hong Kong
* and
Zurich
. Securities brokerage and
investment banking services are offered in
the United States
through
Piper Jaffray & Co.
, member
NYSE
and
SIPC
, and in
Europe
through
Piper
Jaffray Ltd.
, authorized and regulated by the
Financial Conduct
Authority
. Asset management products and services are offered through
three separate investment advisory affiliates registered with the
U.S.
Securities and Exchange Commission
:
Advisory Research Inc.
,
Piper
Jaffray Investment Management LLC
and
PJC Capital Partners LLC
.
The CFA® is a registered trademark owned by
CFA Institute
.
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© 2014
Piper Jaffray Companies
, 800 Nicollet Mall, Suite 1000,
Minneapolis, Minnesota
55402-7020
Source:
Piper Jaffray Companies
Piper Jaffray Companies
Pamela Steensland, 612-303-8185
pamela.k.steensland@pjc.com
