R. F. Lafferty & Co., Inc., a leading broker-dealer and investment bank, announces James Grebenc, CFA, has joined the firm as Director, Capital Markets Sales & Corporate Access. Grebenc brings more than 27 years of capital markets experience, with a career focused on institutional equity and capital markets sales, corporate access, client development and the generation of investment banking opportunities. In his new role at R.F. Lafferty, Grebenc will focus on expanding R.F. Lafferty’s institutional investor relationships, strengthening its capital markets distribution capabilities, and developing its corporate access platform.
We believe James will enhance our ability to provide issuers with differentiated access to the institutional investment community while helping us continue to expand our capital markets offering.”
— Robert Hackel, CEO of R.F. Lafferty
“We welcome James to R.F. Lafferty,” said R.F. Lafferty’s CEO Robert Hackel. “His extensive institutional relationships and proven ability to build corporate access platforms from the ground up make him an important addition to our capital markets team. We believe James will enhance our ability to provide issuers with differentiated access to the institutional investment community while helping us continue to expand our capital markets offering.”
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Most recently, Grebenc served as Managing Director, Head of Capital Markets Sales & Corporate Access at Kingswood Capital Partners, where he generated investment banking opportunities across multiple sectors and was responsible for the firm’s institutional sales coverage. Previously, Grebenc served as Managing Director, Institutional Sales/Corporate Access at Maxim Group, where he created a scalable corporate access platform and provided sales coverage to more than 300 institutional accounts. Earlier in his career, Grebenc held institutional and capital markets sales positions with JMP Securities, Lehman Brothers, and Robertson Stephens, among others.
“R.F. Lafferty is known for its dedication to clients and bespoke services,” said Grebenc. “I look forward to bringing my experience in developing long-term institutional relationships and my network to R.F. Lafferty and working with the team to expand the firm’s institutional reach.”
About R.F. Lafferty & Co., Inc.
Established in 1946, R.F. Lafferty & Co., Inc. is a global, full-service broker-dealer headquartered in New York, New York. R.F. Lafferty has been family owned and operated since 1970, and clients can expect exceptional experience, continuity in service and true dedication from the people they work with at R.F. Lafferty. R.F. Lafferty offers an array of customized services including retail brokerage, wealth management, institutional sales and trading, market making, independent research, and investment banking.
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