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Investment Services

Investment Services

 
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Cherrywood Enterprises, LLC
Cherrywood Enterprises, LLC
_
12472 Lake Underhill Road, Suite 337
Orlando, FL 32828
Craig M GeislerCraig M Geisler
Member Since: 2019
Cherrywood Enterprises, LLC is a buyer of charged off loan portfolios. We will buy charged off credit cards, auto deficiencies, overdraft, consumer and commercial loans. We will buy portfolios with a minimum of $100k in face value, with no maximum.
Learn More | Visit Site | Show on Map
D.A. Davidson & Co.
D.A. Davidson & Co.
_
611 Anton Blvd, Suite 600
Costa Mesa, CA 92626
Thomas HayesThomas Hayes
Work Phone: (406) 268-3084(406) 268-3084
Member Since: 2016
Founded in 1935, D.A. Davidson & Co.’s investment banking division is a leading full-service investment bank that offers comprehensive financial advisory and capital markets expertise.
TwitterLinkedIn
Learn More | Visit Site | Show on Map
FHN Financial
FHN Financial
_
1000 Ridgeway Loop Road, Suite 200
Memphis, TN 38120
Trae WinstonTrae Winston
Work Phone: (901) 435-8757(901) 435-8757
Member Since: 2009
FHN Financial is an industry leader in fixed income sales, trading, and strategies for institutional customer’s in the US and abroad.  We also provide investment services and balance sheet management solutions. 
Learn More | Visit Site | Show on Map
ICBA Securities
ICBA Securities
_
Endorsed PartnerPlatinum Member
775 Ridge Lake Blvd, Suite 190
Memphis, TN 38120
James L. ReberJames L. Reber
Work Phone: (901) 762-5880(901) 762-5880
Member Since: 2018
ICBA Securities provides a full suite of investment products and services for community banks through its exclusively endorsed broker, Stifel.
Learn More | Visit Site | Show on Map
Keefe, Bruyette & Woods
Keefe, Bruyette & Woods
_
Premier Member
1 Montgomery Street, Suite 3700
San Francisco, CA 94104
Jeffrey J. WishnerJeffrey J. Wishner
Work Phone: (415) 591-5035(415) 591-5035
Member Since: 2003
Keefe, Bruyette & Woods specializes exclusively in the financial services sector and has established industry-leading positions in the areas of research, corporate finance, mergers and acquisitions, and sales and trading.
Learn More | Visit Site | Show on Map
Performance Trust Capital Partners
Performance Trust Capital Partners
_
500 West Madison, Suite 450
Chicago, IL 60661
John TullJohn Tull
Work Phone: 312-521-1885312-521-1885
Member Since: 2025
As a financial institution, you demand a new type of partner, one in which relationships are forged in love and trust, strengthened in conflict, and consistently deliver excellent solutions and operational services vital to your long-term success. You ne
LinkedIn
New Member
Learn More | Visit Site | Show on Map
Piper Sandler & Co
Piper Sandler & Co
_
50 California Street, Suite 3100
San Francisco, CA 94111
Adam KeeferAdam Keefer
Work Phone: (415) 978-5057(415) 978-5057
Member Since: 2005
Piper Sandler & Co is a leader in providing the full suite of investment banking, advisory, balance sheet management, brokerage and research services to financial institutions and their investors.
Learn More | Visit Site | Show on Map
Raymond James
Raymond James
_
880 Carillon Parkway
St. Petersburg, FL 33716
Jason GoodeJason Goode
Work Phone: (727) 567-6262(727) 567-6262
Member Since: 2024
Differentiate your wealth offering - providing scaled, cohesive resources with boutique-level service
Learn More | Visit Site | Show on Map
Stephens
Stephens
_
101 Second Street, Suite 850
San Francisco, CA 94105
Jimmy TroyJimmy Troy
Work Phone: (628) 233-4980(628) 233-4980
Member Since: 2023
Stephens Inc. provides securities brokerage, investment banking and other financial services to a broad client base including financial institutions throughout the U.S. and overseas.
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Stifel Nicolaus
Stifel Nicolaus
_
Endorsed Partner
17318 E Foothills Road
Spokane, WA 99217
Joe HaleyJoe Haley
Work Phone: (800) 733-8594(800) 733-8594
Member Since: 2017
A client-centered financial partner that offers strategic balance sheet and investment solutions
Learn More | Visit Site | Show on Map
Upgrade, Inc.
Upgrade, Inc.
_
275 Battery Street, Suite 2300
San Francisco, CA 94111
Nik VukovichNik Vukovich
Work Phone: 415-999-9999415-999-9999
Member Since: 2025
Upgrade, Inc., is a marketplace lending platform that facilitates affordable, responsible cards and loans to mainstream consumers, partnering with 200+ financial institutions to purchase assets including personal loans, cards, auto contracts, home improv
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New Member
Learn More | Visit Site | Show on Map
 

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Copyright © 2025 Oregon Bankers Association. All rights reserved.
  • Calendar
  • Advocacy
    • Pacific Northwest Capitol Hill Visit
    • Grassroots
    • Oregon BankPAC
    • Legislative Affairs
    • Regulatory Affairs
    • Comment Letters
    • Access & Inclusion
  • Education & Events
    • Banker Education >
      • Annual Conference & Directors Forum
      • Balance Sheet Strategies Workshop
      • Commercial Lending Development Program
      • Credit Analyst Development Program
      • Engage Conference
      • Executive Development Program
      • Fraud Academy
      • Management Development Program
      • New Accounts Documentation & Compliance Workshop
      • Northwest Bank Directors Series
      • Northwest Bank Operations School
      • Record Retention Guidelines for Financial Institutions
      • Society of Bank Executives
      • Understanding Bank Performance
      • Online Training
    • Bank Webinars
    • Annual Convention
    • Member Mixers >
      • Eugene
      • Portland
      • Salem
    • Oregon Bank Leadership Symposium
    • Pacific Northwest Capitol Hill Visit
    • Peer Group Summit
    • Women in Oregon Banking Luncheon
    • Community Bank Week
    • Event Sponsorships
    • Speaker RFP
  • Member Center
    • Join OBA
    • Already a member? Register Your Membership
    • Member Directory >
      • Bank Members >
        • Community Banks of Oregon
      • Affiliate Members
      • Associate Members
      • Boards of Directors >
        • OBA
        • CBO
        • Foundation
        • Synergy
      • Peer Groups >
        • Agriculture Roundtable
        • Bank Counsel Roundtable
        • Bank Operations Roundtable
        • Community Engagement Roundtable
        • Compliance Roundtable
        • Finance & Accounting Committee
        • FIST
        • Government Relations Committee
        • Human Resources Committee
        • Lending Committee
        • Marketing Roundtable
        • Oregon BankPAC Trustees
        • Technology Roundtable
        • Trust & Wealth Management Roundtable
    • Member Login
    • Publications
    • Peer Groups >
      • Peer Group Summit
      • Join a Peer Group
      • Meeting Calendar
      • Financial Institutions Security Task Force
    • Society of Bank Executives
    • Banking Careers >
      • Interested in a Career in Banking?
      • Find qualified candidates
      • BankTalentHQ Job Board
    • Award Programs >
      • Community Applause Award
      • Oregon Bankers Hall of Fame
      • Frank E. Brawner Advocacy Award
      • Linda W. Navarro Trailblazer Award
      • OBA Presidential Award
    • Bank Alumni
    • Behind the Banker
  • Marketplace
    • Synergy Endorsed Business Partners >
      • ODP Employee Discount Program
    • Associate Members >
      • Become an Associate Member
    • Industry Insights
    • Advertising & Partnerships
  • Community Resources
    • Helpful Links >
      • Find an Oregon Bank Near You
    • Career Center
    • Small Business Resource Center
    • Access & Inclusion
    • Preventing Elder Financial Exploitation
    • Financial Education Resource Guide
    • Cornerstones of Our Communities
    • Community Bank Week
  • Foundation
    • Donate
    • Financial Education Resource Guide
    • Internship Program
    • Scholarships
    • Supporters
    • University Partnerships