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Robert Lee Email Address


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Job Title


Keefe, Bruyette & Woods

KBW LLC, a Stifel company, operates in the U.S. and Europe through its broker dealer, Keefe, Bruyette & Woods. For more than 50 years, KBW has established itself as a leading authority in the banking, insurance, specialty finance, mortgage banking, financial technology, brokerage and asset management sectors. Founded in 1962, the firm maintains industry-leading positions in the areas of research, corporate finance, mergers and acquisitions as well as sales and trading in equities securities of financial services companies.


Over 30 years financial services experience including 25+ years of experience conceptualizing, conducting, writing, and marketing to institutional investors in-depth research and analysis on the traditional and alternative asset management industries. Lead a research practice that has been consistently ranked as a top source for Asset Management research by Greenwich Associates. Multiple-time Wall Street Journal and Starmine All-star Analyst for stock picking. Member of KBW’s Research Review Committee and Index Committee. Prior to acquisition by Stifel Financial, served on KBW’s Profit Sharing and Retirement Plan Board of Directors and KBW Leadership Counsel.

Last University
Went to New York University - Leonard N. Stern School of Business
Is based in New York.

Other people working at Keefe, Bruyette & Woods:

Courtney WebberSenior Vice President, Trading
Tom MichaudPresident and Chief Executive Officer
Keith MeyersManaging Director and Head of FinTech and Financial Services Investment Banking
Bo YarahmadiManaging Director Equity Sales and Trading
Richard SmithChief Financial Officer Stifel Financial Corp
Irena SniderManaging Director, Fintech and Financial Services Investment Banking
Alistair Mckaya*****@kbw.com
Howard Tarloh*****@kbw.com
Walter WongManaging Director International Sales

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