MINNEAPOLIS--(BUSINESS WIRE)--Jun. 19, 2014--
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
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
For more information regarding Piper Jaffray capabilities for banks and
credit unions, please visit www.piperjaffray.com/financialinstitutions.
About Piper Jaffray
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