Piper Jaffray has announced 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.
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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."
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