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Session Presenters

Scott Anderson

Head of Investment Banking

Keefe, Bruyette & Woods, A Stifel Company

Joe Berry

Co-Head of Investment Banking, Co-Head of Fintech and Head of Depositories Investment Banking

Keefe, Bruyette & Woods, A Stifel Company

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About the presenter
Presented by
Scott Anderson

Head of Investment Banking

Keefe, Bruyette & Woods, A Stifel Company

Scott Anderson is the head of investment banking at Keefe, Bruyette & Woods, A Stifel Company.  He has been with the firm since 2000 and prior to his current position, he was co-head of depository investment banking.  Mr. Anderson is a director at KBW and is chairman of the firm’s investment banking executive committee.  KBW’s investment banking team is one of the largest industry efforts on Wall Street and routinely ranks at the top of the advisory and capital-raising league tables.

 

In addition to his supervisory responsibilities, Mr. Anderson covers depositories for the firm and is responsible for strategic advisory assignments including M&A and capital markets transactions.

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About the presenter
Presented by
Joe Berry

Co-Head of Investment Banking, Co-Head of Fintech and Head of Depositories Investment Banking

Keefe, Bruyette & Woods, A Stifel Company

Joe Berry is the co-head of investment banking, co-head of fintech and head of depositories investment banking at Keefe, Bruyette & Woods, A Stifel Company.  Mr. Berry began his career with KBW in the mid-1990s, has served as head of depositories since 2010 and was appointed co-head of investment banking and fintech in 2021.  Mr. Berry is a member of the board of directors of Keefe, Bruyette & Woods, Inc. and is a senior member of the firm’s investment banking executive committee.  KBW’s depositories investment banking group is one of the largest on Wall Street and routinely ranks at the top of the advisory and capital-raising league tables.

 

Mr. Berry has over 25 years of industry and transactional experience including several years as a member of KBW’s bank research team.  In addition to his supervisory responsibilities, he maintains a robust calling effort across the U.S financial services industry with particular emphasis on banking organizations, payments companies and innovative financial technology organizations.  He is responsible for strategic advisory assignments, restructuring and capital raising transactions.

 

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