Investment Banking Team

Our team of investment banking professionals focus on partnering with community banks across the United States and is comprised of investment banking professionals with over 65 years of financial services experience.

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  • Daniel T. Bass, CFA, ASA

    Daniel T. Bass, CFA, ASA

    Managing Director

  • Gary L. Svec

    Gary L. Svec

    Managing Director

  • Jonathan Briggs, CFA

    Jonathan Briggs, CFA

    Managing Director

  • Gary Penrose

    Gary Penrose

    Managing Director

  • M. Katherine Lynch

    M. Katherine Lynch


  • Andrew Yang

    Andrew Yang


  • Ashish Patel

    Ashish Patel

    Vice President

  • Paul Stephens

    Paul Stephens


  • Matt Shields

    Matt Shields

    Managing Director of Equity Capital Markets