Scott Dreyer is the CEO and Head Trader for Compass Point Research & Trading, LLC. Mr. Dreyer has more than 25 years of experience in the financial services industry.

In 2007, Mr. Dreyer founded Compass Point to fill a niche in the financial services environment servicing institutional investors. Today, Compass Point has transitioned into a full-service broker-dealer and investment banking firm offering research, sales and trading which has seen a significant increase in revenue since its inception.

Prior to founding Compass Point, Mr. Dreyer was one of the first partners at Friedman, Billings, Ramsey & Co., Inc., where he established the firm's trading operations. Under his leadership, the trading desk and sales-trading departments expanded to a staff of more than 50 traders with revenue in excess of $120 million. Mr. Dreyer joined Friedman, Billings, Ramsey & Co., Inc. after a 10 year tenure with Johnston, Lemon & Co. where he both traded and managed the firm's trading activities. Earlier in his career, Mr. Dreyer worked on the floor of the American Stock Exchange.

Mr. Dreyer attended the University of Oklahoma where he received a B.S. in Finance. He then went on to receive his M.B.A from The George Washington University. Mr. Dreyer serves on the Board of Directors for The First Tee of Greater Washington.

Robert Feinstein is Managing Director and Head of Sales for Compass Point Research & Trading, LLC. Mr. Feinstein has more than 25 years experience in the financial services industry.

Before joining Compass Point, Mr. Feinstein was a founding partner at Friedman, Billings, Ramsey & Co., Inc., finishing his tenure there as Senior Managing Director of Sales and Private Wealth. Prior to his 20 years at Friedman, Billings, Ramsey & Co., Inc., he was a Senior Vice President at Johnston, Lemon & Co.

Mr. Feinstein received a B.A. from Duke University.

As General Counsel and Chief Compliance Officer at Compass Point Research & Trading, LLC, Jody Rosen is responsible for the firm's legal and compliance matters.

Prior to joining Compass Point Research & Trading, LLC, Mr. Rosen worked as an Associate Attorney at the Law Office of John M. Fedders where he practiced securities litigation with the former Director of Enforcement at the SEC. There, he represented companies and individuals in SEC, SRO, and state securities regulator investigations and enforcement actions, as well as brokers and investors in FINRA arbitrations.

Mr. Rosen received a B.S. in Finance with Departmental Honors from the University of Maryland and earned his Juris Doctor cum laude from Catholic University of America's Columbus School of Law.

Mr. Sheedy is Managing Director and Head of Capital Markets at Compass Point Research and Trading, LLC, where he coordinates the firm's Research, Sales and Investment Banking divisions.

Before joining Compass Point, he was a Managing Director of Institutional Sales at Pritchard Capital Partners, LLC. Prior to Pritchard Capital Partners, LLC, Mr. Sheedy was based in San Francisco where he was Head of Capital Markets at First Albany Inc. and before that Managing Director and Head of Sales at Robertson Stephens, Inc.

Mr. Sheedy received his B.E. from Vanderbilt University and M.B.A. from Southern Methodist University.

Jason Stewart is the Director of Research and a Senior Analyst in the Specialty Finance sector at Compass Point Research & Trading, LLC.

Prior to joining Compass Point, Mr. Stewart worked at EJF Capital where he served as Fund Manager for the firm's distressed opportunity funds. Previously, he worked as an Institutional Equity Analyst covering the Specialty Finance sector at FBR Capital Markets Corporation and as a Portfolio Manager for Capital One Financial Corporation.

Mr. Stewart earned his B.S. in Business Administration with a concentration in Finance from the University of Richmond. He is a CFA charter holder.

Ali Ashburn is a Research Associate at Compass Point Research & Trading, LLC, providing organizational support to the Research Analysts.

Prior to joining Compass Point, Ms. Ashburn worked at the US-China Policy Foundation as the Research Associate, aiding in the organization of programs that helped improve US-China relations.

Ms. Ashburn received a B.A. from the University of Vermont.

Kevin Barker is a Vice President at Compass Point Research & Trading, LLC where he works as a Senior Analyst covering banks and specialty finance institutions with a focus on mortgage finance.

Prior to joining Compass Point, Mr. Barker was at FBR Capital Markets Corporation where he spent 2 years as an Associate Analyst covering large and small cap banks with a specialization in mortgage finance and 3 years covering the life insurance sector. Previously, Mr. Barker spent 3 years at Freddie Mac as a Project Manager in their Multifamily and Single Family Accounting department.

Mr. Barker received his B.S. in International Finance from American University and his M.B.A. from the University of Maryland.

As the Policy Analyst for Compass Point Research & Trading, LLC, Mr. Boltanksy focuses his efforts on Washington Policy and the resulting impact on financial services companies with a particular focus on Dodd-Frank implementation, the Consumer Financial Protection Bureau, for-profit education and tax policy.

Prior to joining Compass Point, Mr. Boltanksy was a Research Analyst at the Troubled Asset Relief Program (TARP) Congressional Oversight Panel. While at TARP Congressional Oversight Panel, he focused on the largest TARP recipients as well as broader economic issues such as bank lending and commercial real estate. He was also responsible for staff level relationships with government agencies including the Treasury, Federal Reserve and FDIC. Prior to that, he worked as an Analyst at EJF Capital, LLC.

Mr. Boltansky earned a B.A. in Political Science and History from Ohio Wesleyan University.

Lauren Burk is a Trader at Compass Point Research and Trading, LLC, and also handles the firm's media efforts. Before joining Compass Point, she was the Director of Media Relations at FBR Capital Markets Corporation and ended her time there in Sales & Private Wealth. Prior to FBR, Ms. Burk was a Production Coordinator at Clear Channel Entertainment and a Sales Associate at SFX Sports.

Ms. Burk received a B.A. from Franklin & Marshall College and an M.S. from Syracuse University’s S.I. Newhouse School of Public Communications.

Brad Byrnes is a Senior Vice President at Compass Point Research and Trading, LLC, where he works in institutional sales and trading. Mr. Byrnes has more than 10 years of experience in the financial services industry.

Prior to joining Compass Point, Mr. Byrnes spent 10 years working at FBR Capital Markets as an institutional sales executive. Before working at FBR, he spent 5 years in the telecommunications industry and served as a senior account executive at ELink Communications and Broadwing Communications.

Mr. Byrnes earned a B.A. from the University of Colorado at Boulder

Mr. Casey is a Vice President at Compass Point Research & Trading, LLC where he is responsible for equity sales and trading. Mr. Casey has been in the financial services industry for 10 years focusing on equity sales trading. Prior to joining Compass Point, Mr. Casey was an Equity Sales-Trader at KBW, Inc. where he covered institutional clients, mutual and hedge funds, leveraging research and order flow.

Mr. Casey received his Bachelor of Commerce with a major in Marketing from University College Dublin.

Mr. Deerin is a Senior Vice President of Investment Banking at Compass Point Research & Trading, LLC, where he will focus on originating and executing the firm’s investment banking opportunities with depository institutions. He has over 20 years of financial industry experience in both the private and public sectors.

Before joining Compass Point, Mr. Deerin was the Director of Asset Management for the United States Department of the Treasury where he was responsible for the management of investments made through the Troubled Asset Relief Programs (TARP). Prior to that Mr. Deerin had over a decade of experience at investment banks Freidman, Billings, Ramsey & Co., Inc. and Deutsche Bank Alex Brown. He also served on the Staff of the U.S. Senate Committee on Banking, Housing, and Urban Affairs.

Mr. Deerin holds a Bachelor of Science from James Madison University.

Jackie Earle is an Associate Analyst at Compass Point Research & Trading, LLC where she assists in the research coverage of the specialty finance sector.

Before joining Compass Point, Ms. Earle was a Securities Operations Service Specialist within the Trust Operations team at Wells Fargo Bank N.A.

Ms. Earle earned a B.S. in Finance and Economics from Fairfield University.

Ryan Gilbert assists the senior research team with covering financial institutions for Compass Point Research & Trading, LLC.

Prior to joining Compass Point, Mr. Gilbert was a management consultant at Grant Thornton Global Public Sector. At Grant Thornton, Mr. Gilbert provided strategic planning and performance management advice to clients in the departments of Treasury and Homeland Security. Previously, Mr. Gilbert was an investment analyst intern at 57 Stars (previously PCGI), a private investment firm, and a summer analyst at Gleacher & Co. in the restructuring group.

Mr. Gilbert earned his B.A. in Economics and International Affairs from The George Washington University.

Wilkes Graham is a Senior Vice President and Real Estate Research Analyst for Compass Point Research & Trading, LLC. Mr. Graham is responsible for providing unique, timely and value-added real estate analyses on the REIT sector, Home Builders and other REOCs.

Prior to joining Compass Point, Mr. Graham was a Senior Vice President and Real Estate Research Analyst at FBR Capital Markets Corporation covering real estate investment trusts and real estate operating companies for nine years. While at FBR Capital Markets, his coverage spanned the office, industrial, diversified, multi-family, and mortgage REIT sectors, and he helped develop a number of proprietary submarket and property-level valuation models to value real estate companies. Before that, Mr. Graham was a Research Associate in the Real Estate group at Raymond James Financial.

Mr. Graham earned his B.S. from the University of North Carolina's Kenan-Flagler Business School. He is also pursuing an M.B.A. from KFBS.

Mr. Greiner has 5 years of financial services experience. Prior to joining Compass Point, Mr. Greiner held the position of Research Associate at FBR Capital Markets. Previously, he held the position of Research Associate at D.A. Davidson & Co. Equity Capital Markets. As an undergraduate, he completed internships at Signia Capital and American West Bank.

Mr. Greiner graduated cum laude from Gonzaga University. He earned a B.S. in Economics and a B.B.A. in Finance.

At Compass Point Research & Trading, LLC, Fitz Holladay is responsible for institutional equity research sales, leveraging the firm’s equity research to build relationships and drive business with institutional buy-side accounts.

Prior to working for Compass Point, Mr. Holladay served as Sales Manager at HopStop where he led the sales team in online sales and marketing initiatives. Before HopStop, Mr. Holladay was an Account Manager at Plum TV where he was the primary point of contact for all national clients, leading day-to-day management and optimization of campaigns.

Mr. Holladay earned a B.A. from the University of North Carolina at Chapel Hill.

Jeff Hood is a Senior Vice President at Compass Point Research & Trading, LLC where he works in institutional sales and trading. Mr. Hood has more than 25 years of experience in the financial services industry.

Previously, Mr. Hood was a Senior Vice President and Director of U.S. Sales Trading at Sterne Agee. Prior to Sterne Agee, Mr. Hood was a Managing Director at Fox-Pitt Kelton where he helped build the firm from 40 to 400 people in 10 years. Before his time at Fox-Pitt Kelton, Mr. Hood was a Senior Vice President of U.S. Sales Trading at Dillon Reed.

Mr. Hood received his B.A. in Economics and Political Science from Moravian College.

As an Associate Analyst at Compass Point Research & Trading, LLC, Evan Hutto is responsible for assisting the Senior Research team with covering various financial institutions and real estate companies within the Compass Point coverage universe.

Before working at Compass Point, Mr. Hutto was a Federal Consultant at Deloitte Consulting in the Strategy and Operations group in Washington, D.C. where he provided grant and financial management support to various clients within the Department of Justice.

Mr. Hutto received his B.B.A. in Finance from James Madison University.

William McKenna is a Managing Director for Compass Point Research & Trading where he has established the firm’s West Coast institutional sales and trading operation. With more than 15 years of industry experience, Mr. McKenna is responsible for continued expansion of our West Coast presence.

Previously, Mr. McKenna was a Senior Vice President in the San Francisco office of Friedman, Billings, Ramsey & Co., Inc. where he was integral in establishing and expanding the firm’s trading presence on the West Coast. Prior to launching the San Francisco office, Mr. McKenna was a sales trader at Friedman, Billings, Ramsey & Co., Inc.'s headquarters in the Washington, DC metro area. Mr. McKenna has also held positions with Genesis Merchant Group and Gardner Lewis Asset Management.

Mr. McKenna earned his B.A. in Economics and his M.B.A. from the University of Delaware.

As a Trader at Compass Point Research & Trading, LLC, Allan Moulton’s responsibilities include trading, desk support and back office management.

Prior to working for Compass Point, Mr. Moulton worked as an Operations Assistant at Armstrong, Fleming and Moore, Inc.

Mr. Moulton received a B.S. in Finance and Marketing from the University of South Carolina.

Rob Nicoll is a Senior Vice President in Sales at Compass Point Research and Trading, LLC. Mr. Nicoll leverages the vast knowledge of Compass Point’s analysts to provide his clients the best opportunities to make decisions about their investments.

Prior to joining Compass Point, Mr. Nicoll spent eight years working at FBR Capital Markets in Institutional Equity Sales and Private Wealth Management.  Before working at FBR, he served as a financial services representative for five years at Chevy Chase Financial Services and as a loan officer at ICM & Signet.

Mr. Nicoll earned a B.A. from the University of Maryland.

Nicole Race Turman is a Sales-Trader at Compass Point Research and Trading, LLC, where she serves as a liaison between Compass Point’s clients and sales team.

Before Compass Point, Mrs. Turman worked at UBS Financial Services, Inc. as an Investment Associate in the Private Wealth group. Prior to that, she was in the Private Wealth group at FBR Capital Markets Corporation and before that on their Buy Back Desk.

Mrs. Turman earned her B.S. from Emory University.

At Compass Point Research & Trading, LLC, Jake Ruppert is responsible for institutional equity research sales, leveraging the firm’s equity research to build relationships and drive business with institutional buy-side accounts.

Before joining Compass Point, Mr. Ruppert worked for FBR Capital Markets in Intuitional Equity Sales and also Private Wealth Management.

Mr. Ruppert received a B.S. in Finance from St. Joseph’s University.

Steven Seperson is an Associate Analyst for Compass Point Research & Trading, LLC where he assists the Senior Research team with covering financial institutions and real estate companies.

Prior to joining Compass Point, Mr. Seperson worked at Primatics Financial as a Senior Analyst on the Risk Evaluation team where he provided valuation and financial risk advisory services to financial institutions.  Previously, Mr. Seperson was an Associate Analyst at Moody’s Investors Service on the Regional Ratings Surveillance team in the U.S. Public Finance Group.

Mr. Seperson has a B.A. in Mathematics and Economics from Brandeis University.

Jim Sullivan is a Senior Vice President and Institutional Sales-Trader for Compass Point Research & Trading, LLC.  Mr. Sullivan has more than 25 years of experience in the financial services industry.

Before joining Compass Point, Mr. Sullivan worked at RBC Wealth Management where he provided risk management and retirement planning strategies.  Mr. Sullivan has held various senior positions in institutional equity sales and trading, including Associate Managing Director at Bear Stearns as senior market maker for the Financial Services vertical and as Senior Vice President at Tucker Anthony.

Mr. Sullivan earned a B.A. from Niagara University.

Mike Turner is a Senior Vice President and Commercial Finance Research Analyst for Compass Point Research & Trading, LLC. At Compass Point, Mr. Turner supervises the analysis of microeconomic and industry trends to discover attractive investment opportunities in both the commercial and consumer finance sectors.

Prior to joining Compass Point, Mr. Turner was a Senior Investment Analyst at Hovde Capital Advisors, LLC in Washington D.C. where he focused on specialty finance, banks and consumer discretionary companies. Before his work at Hovde Capital Advisors, Mr. Turner was a Senior Investment Analyst at Barrier Investments specializing in both debt and equity investments in the Financial Services sector. Mr. Turner also spent four years as a Research Analyst at FBR Capital Markets Corporation in the Financial Institutions group covering specialty finance.

Mr. Turner earned his B.A. in Business and Economics at Randolph-Macon College and his M.B.A., Beta Gamma Sigma, from the University of Pittsburgh's Joseph M. Katz Graduate School of Business.

William Wheeler is a Senior Vice President of Institutional Sales and Trading at Compass Point Research & Trading, LLC.

Mr. Wheeler joined Compass Point, from Transwestern where he specialized in Investment Sales and was instrumental in the sourcing and disposition of more than $200 million of commercial real estate. Prior to that, he served as Executive Director of a government certified CDFI and SBA loan fund. He began his career in Institutional Brokerage at FBR Capital Markets Corporation finishing his 10 year tenure there as Vice President in Institutional Sales.

Mr. Wheeler earned his B.A. from The University of Virginia.