Managing Director, Fixed Income Solutions
Rory formed Fixed Income Solutions in December 2004 to support institutional and retail sales and to develop an investment banking division. Rory has more than 36 years of experience in the fixed income sector managing sales, trades, underwriting and investment banking for large regional firms.
Vice President of Municipal Trading
Steve has been trading and underwriting municipal bonds for institutional clients as part of our Fixed Income Solutions team since 2005. He offers more than 30 years of experience in the municipal trading sector, including more than 10 years with Smith Barney.
Vice President of Taxable Trading
John has been trading corporates, treasuries, government agencies and collateralized mortgage obligations (CMOs) for institutional clients with Fixed Income Solutions since 2005. His career spans more than 30 years in the trading industry, including a tenure with Merrill Lynch.
Tim has focused on providing municipal market trade support, analysis and pricing transparency to financial professionals with Fixed Income Solutions since 2014. Tim offers more than 30 years of industry experience, including 10 years as a Raymond James advisor.
Retail Trading Manager
Jermy has been supporting financial professionals with fixed income trading as a fixed income specialist since 2005. He’s focused on the taxable market and provides analysis, pricing transparency and trade support. He joined our Fixed Income Solutions team in 1999.
Keira has been with Concourse Financial Group since 2007. Since 2011, her focus has been providing equity, mutual funds, and options trading assistance to our financial professionals.
Eric joined our Fixed Income Solutions team in June 2021. He has more than 25 years of fixed income experience. Most recently Eric worked as a taxable and tax-free fixed income trader, as well as a fixed income account manager, with BBVA Wealth Management for 17 years.