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Translating world-class equity research into informed investment strategies.



KBW is a market maker in 1750+ listed and OTC financial stocks.

KBW's Equity Sales & Trading Division provides unparalleled expertise in financial services and access to research and capital markets transactions. Our team of approximately 100 experienced professionals bring an average of over 10 years of industry experience to every new assignment. Our team is the largest salesforce of financial services specialists in the world, and is listed as a top 10 trader in NASDAQ 100 Financial Stocks.

Equity Sales

Our Sales Department serves clients around the world — specifically, by providing institutional clients with access to company management teams and in-house research analysts. Our services include industry-focused conferences, road shows, investor idea presentations, and marketing trips.

Our sales representatives are highly trained in the analysis of financial services companies, effectively positioning our team to interpret and deliver award-winning research to clients.

To underscore the consistently high performance of the department, our U.S. and European teams have historically ranked No. 1 in specialist sales in independent surveys.

Equity Trading

Our trading group makes markets in more than 1,000 financial services stocks, convertible securities, and warrants.

Our specialized teams in North America and Europe provide access to major stock exchanges worldwide, and the group consistently ranks among the top traders of financial services securities globally.

We are leaders in risk arbitrage trading in announced M&A transactions in our sector. Additionally, we actively participate in corporate repurchase programs for small-, mid-, and large-cap companies, often putting our own capital to work for clients to increase the depth of marketplace liquidity.

Leadership Team

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