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Robert Albertson

Managing Director, Chief Strategist
Investment Strategy

Email |  Tel: +1 212 466-7946

Robert Albertson

Robert Albertson is a managing director and chief strategist in the financial services group at Piper Sandler.

Previously, he was principal and chief strategist of Sandler O’Neill & Partners, L.P., where he headed the investment strategy group. He provided investment strategy for institutional investors, consulted with clients, and worked closely with the firm’s executive committee. He was also involved in the firm's activities in emerging markets, particularly in Brazil and China.

Before that, Albertson was founder and president of Pilot Financial, a global financial sector investment fund focused on European, Latin and U.S. banks, brokers and specialty finance companies. Pilot invested in over 25 companies in a dozen countries.

Albertson was director of U.S. Bank Research (1987-99) and global coordinator for financials research (1997-99) at Goldman Sachs & Co., where he led a team of analysts covering the U.S. banking industry and established initial research coverage of banks in Europe in the 1980s and several Latin American banks in the 1990s. He also spearheaded research efforts on Internet banking and the impact of technology. For a 15-year period Albertson was rated in independent surveys as one of the securities industry’s premier research analysts specializing in the financial sector, including the Institutional Investor poll, in which he was ranked as the No. 2 in the U.S. and as No. 1 in global coordination for bank research.

While at Goldman Sachs & Co., he also worked closely with investment banking, supporting new business development, designing and marketing equity offerings, and consulting on acquisitions. During his tenure he was involved in over 20 major bank stock underwritings and IPOs. He has also been a regular consultant on bank mergers, counseling investment bankers, bank managements and bank boards. Prior to Goldman Sachs & Co., he was managing director of U.S. Bank Equities Research at Smith Barney.

Albertson has been a frequent commentator on CNN, CNBC, Fox Business and Nightly Business Report and his comments have appeared in The Wall Street Journal, The New York Times, The Economist and American Banker, as well as other business news media. He is a member of the Bretton Woods Committee, a member and former president of the Bank & Financial Analysts Association, and a regular speaker before banking industry and supervisory organizations, including many of the largest U.S. banks, the New York Federal Reserve Bank and the Bank for International Settlements.

Albertson holds a Master of Business Administration degree from Harvard Business School and a bachelor’s degree from Carnegie-Mellon University.

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