Cassandra Toroian is the founder of Bell Rock Capital, LLC and serves as the firm's Chief Investment Officer. Prior to launching the firm, she was a founder of Cohen Bros. & Co., as well as the Managing Director of CBT Investment Management Inc, an SEC Registered Investment Advisor. Ms. Toroian began her career as a buy side analyst at a Pennsylvania-based mutual fund company. She then became a sell-side analyst covering the banking sector for Ryan Beck & Co.
Ms. Toroian was named one of the top five analysts in the country as a Wall Street Journal "All Star" Analyst for her stock picking in the sector in 1999. It is this knowledge and expertise which has made Ms. Toroian a frequently used resource about banks by national media, including Fox Business, CNBC, Bloomberg Television, The Wall Street Journal, USA Today and various print media including The Philadelphia Inquirer and The Boston Globe. Ms. Toroian recently wrote the book, "Donít Buy the Bull", to dispel many of the money myths frequently told by those who call themselves personal finance experts. She is a graduate of Lafayette College and received her M.B.A. from the University of Miami.
Cassandra Toroian can be reached at email@example.com
Jacqueline Reeves is Managing Director of Bell Rock Capital, LLC. She heads the firmís bank research and portfolio strategy group. Prior to joining Bell Rock Capital, Ms. Reeves was Managing Director at Ryan Beck & Co., leading the financial institutions research effort. She was responsible for a research team with more than a hundred companies under coverage with market capitalizations ranging from $20 million to $30 billion. Her coverage universe has included regional commercial banks, trust companies, and Florida community banks and thrifts.
Prior to 2003, Ms. Reeves was Director of Research at Putnam Lovell NBF as well as a senior publishing analyst. She has also been part of the highly regarded bank equity research team at Salomon Smith Barney, which received high rankings from Institutional Investor. She also has held positions as an equity analyst in the sector for both Janney Montgomery Scott and Credit Suisse First Boston.
Ms. Reeves is a frequently used resource about banks by national media, including CNBC, Bloomberg television and radio, The Wall Street Journal, Business Week and various other printed media. She has been a member of the Financial Analyst Association since 1994 and received her B.S. in finance and economics from Cedar Crest College.
Jacqueline Reeves can be reached at Jackie@bellrockcapital.com
Jackie Blue is Chief Financial Officer of Bell Rock Capital, LLC. Prior to joining she was Director of Balance Sheet Strategies at Ryan Beck & Co., serving the middle-market banking sector with balance sheet and risk management strategies through the use of hedging techniques, wholesale borrowing initiatives, balance sheet restructurings, and capital management plans. Before joining Ryan Beck, Ms. Blue held similar positions at Janney Montgomery Scott and Milestone Advisors.
For the 16 years through 1999, Ms. Blue was a senior officer at Sovereign Bank, most recently as Treasurer and Chief Investment Officer, where she managed the $10 billion investment portfolio, as well as the derivatives and wholesale borrowing portfolios of the institution. Her responsibilities also included managing the Asset/Liability management team; treasury operations; budgeting, and profitability. She was part of the team that raised $1.8 billion in capital to purchase over 300 branches divested from the Fleet/Bank Boston merger, the largest branch divestiture in the history of banking. During her tenure at Sovereign she was part of the team responsible for completing over 21 acquisitions of financial service businesses. Ms. Blue is a frequent speaker by bank and thrift trade associations. She received her B.S. in Economics from Bloomsburg University and an MBA from LaSalle University .