Robert G. Planer, Jr.

Former Head of Equity Sales at Keefe, Bruyette & Woods, Inc.

Robert G. Planer, Jr.

Robert G. Planer, Jr.

Former Head of Equity Sales at Keefe, Bruyette & Woods, Inc.

Biography

Robert G. Planer, Jr. Head of Equity Sales
KBW, Inc.
Mr. Planer has spent over twenty years in our Equity Sales Department serving in several management positions. He is a graduate of Colgate University and earned an M.B.A. from Fordham University. He is a Chartered Financial Analyst and a member of the New York Society of Security Analysts. In 2002 he was elected Executive Vice President and Associate Director of Equity Sales and became Head of Equity Sales in 2004. Mr. Planer has been a member of the Board of Directors of Keefe, Bruyette & Woods, Inc. since 2003.

Overview
RelSci Relationships

1788

Number of Boards

2

Birthday

1953

Age

67

Number of Awards

1

Relationships
RelSci Relationships are individuals Robert G. Planer, Jr. likely has professional access to. A relationship does not necessarily indicate a personal connection.

Executive Vice President & Head of Investment Banking at KBW LLC

Relationship likelihood: Strong

Managing Director Director of Equity Sales at Keefe, Bruyette & Woods, Inc.

Relationship likelihood: Strong

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

Relationship likelihood: Strong

Former Chairman & Chief Executive Officer at Keefe, Bruyette & Woods, Inc.

Relationship likelihood: Strong

Executive Vice President at Keefe, Bruyette & Woods, Inc.

Relationship likelihood: Strong

Managing Director Co-Head of Equity Sales at KBW LLC

Relationship likelihood: Strong

Former Executive Vice President, Chief Financial & Administration Officer at KBW LLC

Relationship likelihood: Strong

Former Chief Financial Officer & Executive Vice President at Continental Grain Company Corp.

Relationship likelihood: Strong

Branch Manager, San Francisco Sales, Trading & Research Office at Keefe, Bruyette & Woods, Inc.

Relationship likelihood: Strong

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

Relationship likelihood: Strong

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Robert G. Planer, Jr.
Former Head of Equity Sales at Keefe, Bruyette & Woods, Inc.
Education
Undergraduate Degree

Founded in 1819, Colgate University is a highly selective residential liberal arts institution distinguished by academic excellence and interdisciplinary inquiry. Located on a beautiful campus in upstate New York, Colgate takes pride in the active engagement of its students and faculty in local, national, and global communities.

M.B.A.

The Fordham Graduate School of Business Administration is a business school within Fordham University in the United States. It is a graduate school focused on business administration, and should not be confused with the University's undergraduate Gabelli School of Business. The main campus for the graduate school is located in the New York City borough of Manhattan. Fordham University's involvement in business started early in the 20th century with the founding of the undergraduate College of Business in 1920. The Graduate School of Business opened in 1969 as part of the redevelopment of Lincoln Center. According to BusinessWeek's MBA Profile, between the New York City and Westchester campuses, the school has 349 full-time students and 1,202 part-time students.

Memberships
Member
Current

The New York Society of Security Analysts (NYSSA), was founded by a group of professionals that included Benjamin Graham, the “father of securities analysis” and one of the most influential men in the history of finance. Through generations of investment professionals NYSSA remains steady as a leading forum for the investment community since 1937. NYSSA is committed to the promotion of best practices and the highest professional and ethical standards in the investment industry.

Career History
Head of Equity Sales
Tenure Unconfirmed

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.

Director & Head-Equity Sales
1987 - Prior

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.

Political Donations
Awards & Honors
CFA (Chartered Financial Analyst)
Other Affiliations

Robert G. Planer, Jr. is affiliated with Keefe, Bruyette & Woods, Inc., KBW LLC

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