Products and People That Meet Your Balance Sheet Needs
Take the guesswork out of balance sheet management with my dedicated team of professionals serving as your conduit to the capital markets.
Balance Sheet Management Excellence
I recognize that community financial institutions need access to the same balance sheet and portfolio management employed by the larger institutions. My team of dedicated professionals will serve as your conduit to the capital markets, assisting depositories in managing day-to-day balance sheet needs both efficiently and competitively.
I have the longevity, experience, and ingenuity to provide the highest service level backed by systems, proprietary technology, and featuring Insight.
Comprehensive Trading & Management Solutions
From bond trades to asset/liability management, I provide the full spectrum of services to optimize your balance sheet.
Bond Trades
I view the bond portfolio as a critical component of the balance sheet. Not only is it a key source for earnings, but it's also used for liquidity and is an integral player in the asset-liability position of the bank. I view myself as more than just a consultant; I strive to consider your earnings, AL goals, and liquidity issues in every bond trade I recommend and execute.
Brokered CDs
Attracting the lowest-cost deposits can be challenging in certain markets and economic environments. The brokered deposit market can provide you the platform to achieve your short and long-term funding goals. Whether the request is large or small, long-term or short-term, look to my expertise and network to fill your funding requests.
FNMA DUS
I have facilitated billions in transaction volume, providing deep liquidity and expert market-making across multiple asset classes since 2010. My extensive market depth and counterparty network ensure competitive pricing and execution in both primary and secondary markets.
Bond Accounting & Safekeeping
Bond Accounting is one of those critical but often overlooked services. I developed Insight, my own bond accounting system integrated with the safekeeping and bond trading platforms for a seamless interface. I have the expertise and dedicated support to assist from account set-up to monthly processing questions.
Asset / Liability Management
Asset / Liability Management is an intricate task combining deep knowledge of the component pieces of the balance sheet, the dynamics that act on those pieces, and estimating and measuring the effect on the risk position and earnings of the bank. I have the modeling tools and experienced team to help guide your AL management.
TBA Mortgage
My TBA (To Be Announced) Trading desk develops long term market relationships with Capital Markets desks involved in hedging and trading mortgage interest rate exposure. I provide TBA/MBS and Spec Pool trading liquidity in the residential mortgage space, helping navigate the capital markets by providing liquidity in a stable, fair and predictable fashion.
TBA Services Offered
Ready to Optimize Your Balance Sheet?
Partner with my experienced team to access institutional-grade balance sheet management and trading solutions.