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Emily Needell, CFA

Deputy Chief Investment Strategist
Research
Sector Expertise
Additional Expertise
Portfolio Strategy
Emily Needell is the deputy chief investment strategist at Piper Sandler for the portfolio strategy team. Needell bring more than a decade of experience and focuses on forecasting macro trends. She specializes in bridging the gap between forward-looking macro themes and portfolio positioning and stock selection.

Prior to joining the firm, Needell was a research associate at Wolfe Trahan & Co. on the portfolio strategy and quantitative research team. She started her career at LaBranche & Co. with an internship on the NYSE floor.

Needell studied engineering and business and graduated with a bachelor’s degee from Cornell University. She is a CFA charterholder.

Universe Coverage

Portfolio Strategy