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Private Wealth ManagementPlanning, advice and strategies for growing, preserving and transferring assets.
InsuranceCustom solutions for home and property, life, disability, and liability.
ResearchProprietary research available to our wealth management clients.
Objective, expert advice and a full array of services to clients in a broad range of industries
Investment BankingPublic FinanceResearchEquity Sales & TradingFixed Income Sales & Trading
Capital ManagementA unique perspective on investing that enables us to spot opportunities that others miss and avoid the pitfalls of narrow, short-term thinking.
Private EquityPartnering with exceptional management teams to build businesses.
Corporate Risk ManagementCustom commercial insurance solutions to protect assets and control costs.
Employee BenefitsComprehensive advice and solutions for employee benefits.
Our Regional Banks team covers small- to mid-cap stocks throughout the U.S. Our coverage may focus on attractive long-term investments or on growth companies that have distinct market share gain advantages. Also, the banking industry remains highly fragmented and we seek to identify companies that can capitalize on industry consolidation. The Mid-Atlantic Region primarily includes regional and community banks located in Delaware, Washington DC, Maryland, New Jersey, New York, Pennsylvania, Virginia, & West Virginia.