Client Verticals

Banks

We offer a uniquely holistic approach to comprehensively understand each client’s distinct balance sheet, interest rate risk, liquidity and cashflow.  

80+ 28 ~2,000
  Professionals focused
  on banks
  Speaking engagements
  in 2021
  Banks under
  coverage

OUR CAPABILITIES


WHY PARTNER WITH US?

Our competitive edge does not come from our modeling and math abilities, but rather our expertise at turning math into strategy. Our holistic, client-focused approach and wide-ranging capabilities allow us to provide solutions that satisfy the full-range of different bank models. If investments are not the right solution for a particular client, we offer possible secondary loan purchase options that may be more beneficial than securities. With the financial strategies group, we also look at derivatives to fix interest rate issues.

We help clients throughout the decision process, analysis and, if warranted, execution. We take a close look at our clients' needs and offer the right solutions for each unique client.

  HOW CAN WE HELP?
  Please contact Steve Glassgold and Gil D’Andrea with questions.