Financial Services >> Sector Roundtables >> October 5, 2009
Roundtable Forum – Mid-atlantic Banks:north Vs. South
Kevin B. Reynolds, Senior Vice President, Financial Services Research, has covered financial institutions since 2001 on the sell side. Prior to joining Wunderlich Securities, he spent 18 months at Janney Montgomery Scott, LLC, where was the Senior Publishing Research Analyst covering Southern regional and community banks for the Philadelphia-based firm. Before joining Janney in mid-2007, Mr. Reynolds covered Southern banks for both Stanford Group, where he served as Senior Vice President from 2004 to 2007, and Morgan Keegan & Company, where he served as Senior Vice President from 2001 to 2004. Before moving to the sell side in 2001, Mr. Reynolds was an investment banker in the Financial Institutions group at Morgan Keegan for approximately two years. Before joining Morgan Keegan, he spent over two years in the Financial Institutions group of Mercer Capital Management in Memphis, Tenn., providing M&A services to financial institutions, as well as fairness and solvency opinions, and assistance to boards in meeting their corporate finance objectives. Before joining Mercer Capital, Mr. Reynolds spent two years as a Commercial Loan Officer at Union Planters Corporation - now Regions Financial - in Memphis. Mr. Reynolds received both his MBA and BBA degrees in finance from the University of Memphis. He also holds the CFA designation from the CFA Institute.
Mike I. Shafir joined Sterne Agee as a Research Analyst with a focus on Northeast banks and thrifts in April 2006, after working as an Analyst at Moors & Cabot since 2004. Mr. Shafir holds a B.A. in history from Brandeis University and an MBA in finance from Rutgers Business School. Profile
TWST: Mike, how have the banks that you cover fared versus the national banks?
Mr. Shafir: Well, just to clarify, I cover a lot of regional and community banks and thrifts - some in the Mid-Atlantic