Capital Markets

Institutional Client Group

Our Institutional Client Group delivers a comprehensive suite of services for institutional investors and family offices.
With independent investment research at the core – particularly in the energy and infrastructure sectors – we provide actionable insights that inform portfolio strategy.
Clients benefit from tailored corporate access, direct engagement with industry leaders, and efficient market execution supported by an experienced equity trading team.

Independent Investment Research

We provide institutional investors and family offices with independent, sector-focused research, with particular depth in the energy and infrastructure markets. Our analysis is designed to give clients perspective on market trends, company fundamentals, and industry dynamics that support more informed decision-making.

Corporate Access

Our team facilitates meaningful corporate access by connecting clients directly with executives, analysts, and industry leaders. These tailored interactions help institutional investors and family offices gain valuable insights into company strategies, sector developments, and emerging opportunities.

Energy & Infrastructure Expertise

With deep coverage of energy and infrastructure, we bring specialized knowledge to institutional investors seeking clarity in complex, capital-intensive industries. Our focus on these sectors enables us to deliver differentiated insights that support portfolio positioning and long-term planning.

Equity Trading & Market Access

Institutional investors and family offices rely on efficient market access and quality execution. Our seasoned equity trading team provides responsive service and execution strategies designed to meet the needs of sophisticated investors while maintaining a focus on cost efficiency and market impact.

Institutional Client Group Team

Meet our team of Institutional Client Group professionals dedicated to assisting our valued capital markets clients.

Barry Guinn

Head of Institutional Client Group

Senior Managing Director

James Carreker, CFA®

Head of Research & Managing

Director

Brad Stammen

Managing Director

Trading

Clint Turner

Managing Director

Trading

Amabelle Cowan

Director

Leslie Rich

Director

Denise Cardozo

Research Assistant

Partner With a Team You Can Trust

Move toward a more assured financial future – one built on clarity, not guesswork.