September 27, 2016 1:22 PM ET

Capital Markets

Company Overview of Wedbush Securities Inc.

Company Overview

Wedbush Securities Inc. provides securities brokerage and investment banking services. The firm offers mergers and acquisitions, valuation, leveraged and management buyouts, private placements, initial and secondary public equity offerings, fairness opinions, and strategic partnerships advisory services. Additionally, it provides security brokerage, retirement planning, personal banking, securities lending, margin landing, cash management, equity research, and insurance services. It caters to consumer products, financial services, healthcare, and technology sectors. Wedbush Securities Inc. was formerly known as Wedbush Morgan Securities Inc. and changed its name in 2009. The firm was founded...

1000 Wilshire Boulevard

Suite 900

Los Angeles, CA 90017-2457

United States

Founded in 1955

Phone:

213-688-8000

Fax:

213-688-6646

Key Executives for Wedbush Securities Inc.

Founder, Chief Executive Officer and President
Age: 84
Chief Financial Officer, Executive Vice President and Member of Executive Committee
Chief Administrative Officer and Executive Vice President
Age: 59
Head of Sales, Senior Vice President and Head of Proprietary Trading Group Services
Head of Capital Markets, Executive Vice President and Member of Executive Management Committee
Compensation as of Fiscal Year 2016.

Wedbush Securities Inc. Key Developments

Wedbush Securities Announces Capital Markets Vertical Growth with Addition of Financial Institutions Practice; Announces Executive Appointments

Wedbush Securities announced the establishment of its Financial Institutions Capital Markets Practice with the additions of Equities Research and Investment Banking teams. This expansion will enable Wedbush to serve its clients in four key verticals – Consumer, Technology, Healthcare, and now, Financial Institutions. Wedbush's expansion includes new senior research analyst and senior investment banking hires: Henry Coffey (Specialty Finance), Peter Winter (Regional Banks), Jason Weaver (Real Estate Finance & Financial Infrastructure), and Burke Dempsey (Financial Institutions Investment Banking). Henry Coffey joins Wedbush as Managing Director, covering Specialty Finance. Henry has nearly 30 years of following the full range of traditional, alternative, and new economy lenders. His major areas of focus are housing finance, mortgage servicing, and alternative areas of consumer finance, such as branch-based installment lending and pawn shops. Peter Winter joins as a Managing Director, covering Regional Banks. Peter has 16 years of sell-side experience, as well as experience in private banking, and credit portfolio management and underwriting. Jason Weaver joins Wedbush as a Senior Vice President, covering the Real Estate Finance and Financial Infrastructure sectors. He has spent over five years covering Mortgage Finance and Real Estate Services companies, and prior to that, was a long/short equity Portfolio Manager and Proprietary Credit Trader. Burke Dempsey, joins the firm as a Managing Director and Head of Financial Institutions Investment Banking. Burke brings to Wedbush, over 30 years of financial institutions investment banking and strategic development experience. He has advised on nearly 200 transactions representing over $65 billion in value. He joins the firm from Sterne Agee CRT, where he was Co-Head of Financial Institutions.

Wedbush Securities Names Donald W Hultgren as Executive Vice President and Chief Administrative Officer

Wedbush Securities announced that Donald W Hultgren has joined the firm as Executive Vice President and Chief Administrative Officer ("CAO"). With over 35 years of experience in the financial industry, Don brings a great deal of analytical skills, managerial experience, and leadership qualities that will increase the breadth and depth of the Wedbush Securities' leadership team. Don joins Wedbush after being President of Three Part Advisors, LLC. Prior to joining Wedbush Securities as CAO, Don has served on the Board of Directors of Wedbush Securities since 2013.

Donald W Hultgren Joins Wedbush Securities as Executive Vice President and Chief Administrative Officer

Wedbush Securities announced that Donald W Hultgren has joined the firm as Executive Vice President and Chief Administrative Officer ("CAO"). Don joins Wedbush after being President of Three Part Advisors, LLC. Previously, he was President and Chief Executive Officer of SWS Group.

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