NEW YORK, NY – Brean Capital, LLC announced the hiring of 36-year industry veteran James Plunkett as a Managing Director in their Financial Institutions Group. James will serve as the Head of Balance Sheet Strategies, responsible for developing real-time balance sheet solutions for our financial institutions clients.  Prior to joining Brean, James spent 20 years at Vining Sparks, where he was the Director of Investment Strategy.  During Mr. Plunkett’s career he led the funds management division for two multi-billion dollar bank holding companies in the Southeast. During that time he was responsible for bond portfolio management, liability pricing and deposit issuance, loan securitizations, and other activities related to balance sheet management. He also served as Chairman of the Asset/Liability Management committee in those banking organizations.

“We are very happy to have someone with James’s experience and Industry knowledge join our team” said George Holstead, head of The Financial Institutions Group at Brean Capital. “His contributions will be invaluable, allowing us to elevate the level of service we are able to offer our customers.”

Scott Buchta, Head of Fixed Income Strategy at Brean, added, “James, allows us to fully integrate our industry respected research and strategy platform with our Financial Institutions Group, delivering Brean clients truly tailor-made balance sheet solutions.” 

About Brean Capital, LLC

Brean Capital, LLC is a full-service broker-dealer founded in 1973. Under its current management team Brean became a leader in Mortgage Backed Securities sales and trading, eventually expanding product offering lines to include loans, Treasuries, GSE debt, municipal bonds, ABS, etc. Brean leveraged its expertise in sales and trading to build a full-service investment banking team including equity research. Brean now offers a full suite of services for institutional clients. Brean Capital’s nationwide footprint includes offices in New YorkChicagoMemphisSeattle, Birmingham, Boston and Charlotte.

Contact the team

Interested to learn more and see how Brean Capital can help your business? Contact the team below

Managing Director 
(212) 655-4869

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