Piper Jaffray Continues to Expand Financial Institutions Business
June 19 2014 - 12:13PM
Business Wire
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
Piper Jaffray CompaniesPamela Steensland,
612-303-8185pamela.k.steensland@pjc.com
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