Financial Strategies Group

Solutions tailored to a diverse client set

We utilize our intellectual capital to provide a holistic approach to balance sheet management, focused on building core franchise value and value-added strategies. 

WHO WE ARE


28 25 ~10+
  Speaking engagements
  at industry conferences,
  regional banking
  associations and
  forums in 2021
  Dedicated professionals
  across the U.S.
  Average years of
  experience in
  financial institutions,
  money managers and   public entities

We draw upon our expertise in macroeconomics, strategy and fixed income securities, along with our comprehensive modeling capabilities of assets, liabilities and interest rate derivatives to provide in-depth portfolio analysis and advisory services, ideas, market research and customized cash flow analysis.

The financial strategies group is also highly collaborative with the investment banking, capital markets and fixed income trading teams at Piper Sandler.


Meet Our Team

 

WHO WE SERVE

 

COMPLEMENTARY TACTICAL EXPERTISE & ADVISORY CULTURE

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Fixed income and derivatives: expertise in macroeconomics, strategic analytics, and hedging strategies.

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Deep understanding of balance sheet management and risk mitigation strategies: Focus on earnings, interest rate risk, liquidity, and capital.

 

INDUSTRY EXPOSURE