Continues to build Equity Platform with the addition of a senior sales trader covering the Boston Area and a senior Technology sector trader
New York – Monday, October 27, 2014 – Brean Capital, LLC today announces the addition of Bill Daley as the senior sales trader to cover the Boston area along with Jim Morris as a senior Technology sector trader. Prior, Bill worked at Weeden & Company and headed the Boston office at Deutsche Bank. Jim Morris spent nine years with Needham & Co. on both their Derivatives desk and as a Senior Sector trader on their Equity Trading desk. Prior to Needham, Morris had also spent 14 years with Merrill Lynch, five years on the systems side and then nine years trading in their Equities division both in the Technology and Consumer sectors.
Roberto Friedlander, Head of Equity Trading and Sales Trading said: “The addition of such high caliber sales & trading professionals, both with 15+ years’ experience, and a proven track record of excellence in servicing top-tier institutional accounts that are important to our firm is our firm’s strategy to expand our product capabilities and the breadth of our client coverage. Both Bill and Jim’s experience and character demonstrate our continued and deliberate effort to recruit outstanding professionals who are able to contribute immediately to Brean Capital and enhance our client-focused offering.”
Brean Capital is committed to continually refining our Sales and Trading efforts to be more strategically aligned with the trends of the future equity landscape and to further build and enhance our client relationships. Our Research led strategy, strong capital position, momentum in all of our businesses and culture of collaboration allows us to continually upgrade our capabilities. We are excited about our continued evolution and look forward to expanding our Sales and Trading platform.
About Brean Capital, LLC
Brean Capital is an independent investment bank and asset management firm. We focus on delivering high-quality investment ideas and investment banking services to institutional investors and corporate clients. Our services include equity research, corporate finance and advisory investment banking, equity institutional sales and trading, and asset management. Our fixed income business provides sales, trading, research and banking services on a wide range of mortgage and asset-backed, US Treasury and government agency securities, structured products and corporate bonds.
Robert M. Fine