ISI International Strategy & Investment

Financials

Glenn Schorr, CFA
Glenn Schorr, CFA

Senior Managing Director
Head of ISI Financials Team
Keith Murray
Keith Murray

Managing Director
ISI’s Financials Team

L to R Back Row: Glenn Schorr, Keith Murray,
Kevin Mixon
L to R Front Row: Kaimon Chung,
Victoria Minosjana

Coverage Universe

BAC

BBT

BEN

BK

BLK


BX

C

CG

CMA

FITB


GS

HBAN

IVZ

JPM

KEY


LM

MS

MTB

NTRS

NYCB


PNC

RF

SNV

STI

STT


TCB

TROW

USB

WFC

ZION


ISI’s Financials Research Team, headed by Glenn Schorr, provides actionable investment ideas and proprietary research. Glenn has covered the financial sector since 1998 and Keith has been a part of Glenn Schorr’s Institutional Investor’s All America Research Team since July 2005.

The Financials team seeks to provide investors with an edge via extensive bottoms-up analysis that incorporates company visits, management meetings, differentiated financial and credit risk analysis and typically has a pretty good sense for sentiment about the group. The team also has some exceptional dehydrated fruit & beef jerky recipes in case you’re interested.

ISI focuses its Financials research effort on the coverage of the brokers, universal and regional banks, asset managers (traditional & alternative) and trust banks.  As such, we believe our work is relevant for both US and international investors.