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Equity Sales & Trading

Our Equity Sales & Trading Group provides issuers and investors with in-depth institutional research and market knowledge as well as efficient secondary market liquidity for equity origination. With offices based in Atlanta, New York, Boston, Dallas, San Francisco and Chicago, we truly partner with institutional clients to deliver high quality equity research and skilled trading strategies effectively tailored to support their unique needs, goals and investment style.

Our distribution capability is distinguished by a highly experienced team of more than 60 sales and trading professionals, with an average of 15 years of experience in the institutional business. We apply this expertise by leveraging our Equity Research Group to provide timely, differentiated content, insight and idea flow to more than 800 institutional clients, including mutual fund companies, hedge funds, pension funds and money managers.

You can rely on our innovative insights and seamless execution to secure consistently outstanding idea flow, trading solutions, competitive pricing and superior client service. This optimized delivery is backed by a One Team mindset that employs the full services of our universal banking platform to offer you a reliable, long-term trading resource that can be trusted to help achieve your company’s objectives.

Capabilities and Core Services

  • 50+ Sales and Sales Traders with regional coverage focus
  • 10+ High Touch Coverage Traders
  • Dedicated Event Driven Sales & Trading Team
  • Convertible Securities Sales & Trading Coverage
  • Electronic Trading
  • Event and Conference Team