Financial Services >> Analyst Interviews >> April 2, 2012

A Focus on Profitability and Tangible Book Value in Regional Banking – Collyn Gilbert – Stifel, Nicolaus & Co., Inc.

Collyn Gilbert, Managing Director, joined the Stifel, Nicolaus & Co., Inc., research team in March 2007 in connection with Stifel's acquisition of Ryan Beck & Co., Inc. She has been following the small- and mid-cap bank and thrift sector on the buy and sell side for 17 years. Ms. Gilbert was awarded number one stock picker for thrifts and mortgage finance companies by StarMine in 2010, 2009 and 2006. She also was awarded number two earnings estimator for thrifts and mortgage finance companies in 2008 by StarMine. Ms. Gilbert also has been named to Zacks All Star Analyst lists. Before joining Ryan, Beck & Co. in April, 2002, she was a Senior Equity Analyst with Ferris, Baker Watts in Baltimore, where she covered banks and thrifts in the Mid-Atlantic region. During her tenure at Ferris, Ms. Gilbert was named one of Baltimore's top 40 professionals under 40. Before Ferris, Ms. Gilbert was an Analyst with Hovde Financial, a Washington, D.C.-based boutique investment banking firm. She has a B.A. in economics from Bucknell University. Profile
TWST: What are some of the most important characteristics or trends that are specific to Northeast banks as compared with banks in other regions that investors should be aware of?

Ms. Gilbert: I think