Lisa J. Schultz

Managing Director Co-Head of Equity Capital Markets at KBW LLC

Lisa J. Schultz

Lisa J. Schultz

Managing Director Co-Head of Equity Capital Markets at KBW LLC

Biography

Mrs. Schultz joined KBW in 2013 as part of the merger between Stifel and KBW. At Stifel, she was responsible for financial institutions capital markets including coordinating the structuring, distribution, and pricing of all public and private capital for domestic depositories. Prior to Stifel's acquisition of Ryan Beck in 2007, Mrs. Schultz was an EVP & Director of Equity & Fixed Income Capital Markets there. Mrs. Schultz joined Ryan Beck in 1998 as the Syndicate Manager, and in 1999 she joined the Executive Management Committee. Prior to joining Ryan Beck, she worked as a consultant and manager for Clovebrook Capital. Mrs. Schultz started her career at Drexel Burnham Lambert where she worked on both the Corporate and Municipal new issue desks.

Mrs. Schultz graduated with a B.S. from Simmons College. She is a panelist for the SIA Diversity Committee, a former board member of NJ Seeds, and a long-time volunteer with Far Brook School in Short Hills, New Jersey.

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Managing Director Co-Head of Equity Sales at KBW LLC

Relationship likelihood: Strong

President & Chief Executive Officer Keefe, Bruyette & Woods at Stifel Financial Corp.

Relationship likelihood: Strong

Vice Chairman at Keefe, Bruyette & Woods, Inc.

Relationship likelihood: Strong

Managing Director Co-Head of Equity Capital Markets at KBW LLC

Relationship likelihood: Strong

Executive Vice President & Head of Investment Banking at KBW LLC

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Managing Director & Head-Real Estate Investment Banking at Keefe, Bruyette & Woods, Inc.

Relationship likelihood: Strong

Managing Director, Co-Head of Insurance & Asset Management Investment Banking at KBW LLC

Relationship likelihood: Strong

Executive Vice President & Co-Head of European Investment Banking at KBW LLC

Relationship likelihood: Strong

Managing Director Co-Head of Depositories Investment Banking at KBW LLC

Relationship likelihood: Strong

Managing Director Co-Head of Depositories Investment Banking at KBW LLC

Relationship likelihood: Strong

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Lisa J. Schultz
Managing Director Co-Head of Equity Capital Markets at KBW LLC
Career History
Managing Director Co-Head of Equity Capital Markets
2013 - Current

Founded in 1962, Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm is a subsidiary of KBW LLC and their ultimate parent is Stifel Financial Corp. (NYSE: SF). Keefe, Bruyette & Woods specializes exclusively in the financial services sector. The firm's focus includes banking companies, insurance companies, broker/dealers, mortgage banks, asset management companies and specialty finance firms. Their services include: corporate finance, mergers and acquisitions and sales and trading. Keefe, Bruyette & Woods is a member of FINRA and the SIPC.Keefe, Bruyette & Woods' research group uses a bottom-up approach to follow the majority of the financial services companies in the S&P 500 and the Dow Jones STOXX 600 Index, as well as hundreds of other U.S. and European financial services companies on a daily basis. Their research provides the foundation for five widely followed industry indices: the KBW Bank index, the KBW Insurance index, the KBW Capital Markets index, the KBW Mortgage Financial index, and the KBW Regional Banking index.

Professional
Tenure Unconfirmed

Stifel, Nicolaus & Co., Inc. is a broker/dealer headquartered in St. Louis, Missouri. The firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a full-service regional brokerage and investment banking firm that was founded in 1890. Stifel Nicolaus & Co. provides securities brokerage, investment banking, trading, investment advisory and related financial services to individual investors, professional money managers, businesses and municipalities. The firm's equity research team provides research across all market-caps, but primarily focuses on small- and mid-cap companies. Their research covers the following sectors: aerospace, business services, consumer/retail, diversified industrials, education, energy/power, financial institutions, healthcare, real estate, technology, transportation and telecommunications/media (TMT). Stifel, Nicolaus & Co. is a member of FINRA and the SIPC.

Managing Director Co-Head of Equity Capital Markets
Current

KBW LLC provides investment banking and financial services. It offers mergers, acquisitions, strategic advisory services, equity and fixed income securities offerings, structured finance and mutual thrift conversions, asset management, securities underwriting, and related investment advisory services. The firm focuses on banking and insurance companies, real estate companies and real estate investment trust, broker-dealers, mortgage banks, asset management companies, and specialty finance companies. Its business is organized into three general service offerings: Investment banking, including mergers and acquisitions and other strategic advisory services, equity and fixed income securities offerings, and mutual thrift conversions, Equity and Fixed Income sales and trading; and Research that provides fundamental, objective analysis that identifies investment opportunities and helps its investor customers make investment decisions. The company was founded by Harry Keefe Jr., Gene Bruyette, and Norbert Woods on June 11, 1962 and is headquartered in New York, NY.

Transactions
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PCB Bancorp issued USD Common Stock

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First Internet Bancorp issued . USD Common Stock

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TriState Capital Holdings, Inc. issued Common Stock

Other Affiliations
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