ISI International Strategy & Investment

Financials

Glenn Schorr, CFA
Glenn Schorr, CFA

Senior Managing Director
Head of ISI Financials Team
ISI’s Financials Team

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

Coverage Universe

BAC

BEN

BK

BLK


BX

C

CG

GS


IVZ

JPM

LM

MS


NTRS

STT

TROW

 

ISI’s Financials Research Team, headed by Glenn Schorr, provides actionable investment ideas and proprietary research. Glenn has covered the financial sector since 1998.

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.