Financial Strategies

Our Debt Securities Financial Strategies Group offers clients the latest solutions in securities portfolio sales and reinvestment strategy, product information, relative-value analyses, and accounting and regulatory changes that affect a variety of industry groups.

Our fixed income financial strategists use sophisticated modeling tools and comprehensive analytics to assist you with asset allocation and balance sheet management. Our available services include weekly fixed income reports; portfolio and balance sheet strategies; and historical graphs of interest rates.


Wall Street sophistication with a personal touch—our analysts use high-powered analytics to fine-tune strategies to your needs.

Jack FalconiMortgage Securities StrategistFinancial Strategies Group804-782-8747 email Download My vCard
Julie PetermanMunicipal Securities StrategistFinancial Strategies Group804-649-3994 email Download My vCard