Jeff Wishner
Managing Director
Keefe, Bruyette & Woods, A Stifel Company


Jeffrey J. Wishner is a Managing Director in the San Francisco office at Keefe, Bruyette & Woods. Mr. Wishner has 30 years of experience advising West Coast banks, thrifts and financial institutions on mergers and acquisitions and capital raising transactions.

Over that time period, Mr. Wishner has been involved in over 120 M&A transactions with over $29 billion in transaction value and over 105 capital raising transactions with over $16 billion of capital raised. Mr. Wishner is often an invited speaker at banking industry conferences to speak on M&A and capital market topics.

Mr. Wishner joined KBW in 2002. Prior to that, Mr. Wishner worked at Putnam Lovell Securities and at Banc of America Securities (formerly Montgomery Securities) with the same industry focus. While at Putnam Lovell and Montgomery, Mr. Wishner executed financings and mergers and acquisitions primarily for depository institutions and specialty finance companies.

Mr. Wishner holds a Masters of Business Administration degree from Harvard University and a Bachelor of Science degree in Finance from the University of California, Berkeley.

M&A Panel