HILLTOP SECURITIES INC.


Associated tags: Momentum, HTH, PlainsCapital Bank, Professional Services, Banking, Finance, Asset Management, NYSE, Wainwright Securities Inc. v. Wall Street Transcript Corp.

Locations: TENNESSEE, US, UNITED STATES, NORTH AMERICA, TEXAS, NEW YORK CITY, ILLINOIS, NEW YORK, CHICAGO

HilltopSecurities Names Jason Lisec Head of Fixed Income Capital Markets

Retrieved on: 
Wednesday, February 7, 2024

Hilltop Securities Inc. (HilltopSecurities) has named Executive Managing Director Jason Lisec as Head of Fixed Income Capital Markets.

Key Points: 
  • Hilltop Securities Inc. (HilltopSecurities) has named Executive Managing Director Jason Lisec as Head of Fixed Income Capital Markets.
  • Lisec joined HilltopSecurities in 2009 and served as Co-Head of Fixed Income Capital Markets since 2020.
  • View the full release here: https://www.businesswire.com/news/home/20240207424492/en/
    “Jason has a proven record as an outstanding leader who brings clarity, decisiveness, and expertise to his roll with our Fixed Income Capital Markets division,” said Brad Winges, President and CEO of HilltopSecurities.
  • “I am excited for the opportunity to continue leading HilltopSecurities’ Fixed Income Capital Markets division as we seek opportunities to expand our capabilities and effectively serve clients across the nation,” Lisec said.

HilltopSecurities Welcomes Senior Managing Director Michele Vobach and Team of Five Public Finance Professionals

Retrieved on: 
Thursday, January 11, 2024

Hilltop Securities Inc. (HilltopSecurities) today announced that Michele Vobach has joined the firm’s Public Finance division as Senior Managing Director, Head of Healthcare, in its Dallas headquarters, along with a team of five experienced investment bankers in Chicago and New York City.

Key Points: 
  • Hilltop Securities Inc. (HilltopSecurities) today announced that Michele Vobach has joined the firm’s Public Finance division as Senior Managing Director, Head of Healthcare, in its Dallas headquarters, along with a team of five experienced investment bankers in Chicago and New York City.
  • “HilltopSecurities remains focused on hiring the industry’s most talented public finance professionals, and we are excited to welcome these newest members of our team,” said Brad Winges, President and CEO of HilltopSecurities.
  • “We are proud to welcome such experienced and proven professionals to HilltopSecurities, and we look forward to Michele’s leadership in supporting our healthcare clients,” said Mike Bartolotta, Co-Head of Public Finance.
  • “HilltopSecurities is a recognized leader in public finance, and I’m excited to join a firm with the deep resources and strong reputation they’ve built over more than 75 years in the industry,” Vobach said.

HilltopSecurities Expands Fixed Income Office in Memphis, TN

Retrieved on: 
Wednesday, September 27, 2023

Hilltop Securities Inc. (HilltopSecurities) has recently hired over a dozen experienced Generalist Fixed Income Capital Markets sales and trading professionals in its Memphis office, including an accomplished Small Business Administration (SBA) trading and securitization team.

Key Points: 
  • Hilltop Securities Inc. (HilltopSecurities) has recently hired over a dozen experienced Generalist Fixed Income Capital Markets sales and trading professionals in its Memphis office, including an accomplished Small Business Administration (SBA) trading and securitization team.
  • The addition of the recent hires makes HilltopSecurities’ Memphis office one of the firm’s largest Fixed Income Capital Markets locations.
  • “Our new additions in generalist sales are part of a strategy to expand our fixed income business and other client-focused product areas in Memphis and across the nation more broadly,” said HilltopSecurities President and CEO Brad Winges.
  • In September, the firm welcomed Todd Story to its generalist fixed income sales team in Austin, Texas.

HilltopSecurities Launches 3rd Annual Hilltop Hunt

Retrieved on: 
Thursday, September 21, 2023

On Oct. 5, 2023, World Teachers’ Day, Hilltop Securities Inc. (HilltopSecurities) will launch its third annual virtual Hilltop Hunt , providing Texas K-12 educators with the chance to win a share of $50,000 in prizes.

Key Points: 
  • On Oct. 5, 2023, World Teachers’ Day, Hilltop Securities Inc. (HilltopSecurities) will launch its third annual virtual Hilltop Hunt , providing Texas K-12 educators with the chance to win a share of $50,000 in prizes.
  • “Since beginning the Hilltop Hunt in 2021, HilltopSecurities has awarded more than $125,000 to education foundations and other teacher support organizations in school districts throughout Texas,” said HilltopSecurities President and CEO Brad Winges.
  • Hilltop’s mascot, Mo the Buffalo, loves to roam and participants in the Hilltop Hunt can follow his tracks to see where he goes next as he visits his favorite Texas landmarks.
  • Once the contest has concluded, a drawing will be held to choose five Gold Prize and 10 Silver Prize winners.

Scott McCaffrey Takes Top Job as Head of Momentum Independent Network

Retrieved on: 
Wednesday, August 9, 2023

Momentum Independent Network Inc. (MIN), an affiliate of Hilltop Securities Inc. (HilltopSecurities), is pleased to welcome Scott McCaffrey as the new Head of Momentum Independent Network.

Key Points: 
  • Momentum Independent Network Inc. (MIN), an affiliate of Hilltop Securities Inc. (HilltopSecurities), is pleased to welcome Scott McCaffrey as the new Head of Momentum Independent Network.
  • “To have the opportunity to add someone of Scott’s caliber to the Momentum Independent Network team is a real high point,” says John Muschalek, Head of Wealth Management at HilltopSecurities and President of Momentum Independent Network.
  • Prior to joining MIN, he served as Divisional Manager of the Institution Services Wealth Consulting team at LPL Financial.
  • “That’s why it’s such an incredible honor for me to lead the Momentum Independent Network here at HilltopSecurities and to continue the work of building out one of the premier Wealth Management offerings across the U.S.”

HilltopSecurities Selects Broadridge to Provide Regulatory and Customer Communications Processing and Help Deliver A Differentiated Experience For Investors and Advisors

Retrieved on: 
Wednesday, May 17, 2023

NEW YORK, May 17, 2023 /PRNewswire/ -- Hilltop Securities Inc. has selected global Fintech leader, Broadridge Financial Solutions, Inc. (NYSE: BR), to provide new regulatory communications tools, expanded market coverage, and solutions to help transform the communications experience for advisors, correspondents, and investors while driving engagement and greater digital adoption.      

Key Points: 
  • "Broadridge is a leader in transforming regulatory and customer communications and helping firms drive digital adoption by providing an improved experience for advisors and wealth management firms."
  • HilltopSecurities is focused on transforming their communications to deliver a more engaging and interactive digital experience for customers while ensuring they are meeting evolving regulatory requirements.
  • "We are excited to have HilltopSecurities back with Broadridge, working with them to provide the best in market communication tools and a better and stronger advisor and investor communications experience," said Doug DeSchutter, Broadridge President, Bank Broker-Dealer and Customer Communications.
  • "Broadridge's multi-channel communication solutions will provide HilltopSecurities' advisors, correspondents and clients leading edge technology to drive adoption to digital channels.

Momentum Independent Network Welcomes 33 Financial Professionals

Retrieved on: 
Thursday, January 5, 2023

Momentum Independent Network Inc. (MIN), an affiliate of Hilltop Securities Inc. (HilltopSecurities), recently welcomed 33 new financial professionals managing approximately $750 million in client assets to its wealth management platform.

Key Points: 
  • Momentum Independent Network Inc. (MIN), an affiliate of Hilltop Securities Inc. (HilltopSecurities), recently welcomed 33 new financial professionals managing approximately $750 million in client assets to its wealth management platform.
  • Among the 33 professionals transitioning to MIN are Anthony Petrelli, Michael Morgan, and Regina Roesener, former senior members of NTB.
  • “Ultimately, Momentum Independent Network was the best choice for us moving forward.
  • “We are pleased to welcome these experienced professionals to Momentum Independent Network,” said John Muschalek, president of MIN.

HilltopSecurities Welcomes Team of 12 Public Finance Professionals in New York and California

Retrieved on: 
Tuesday, January 3, 2023

Hilltop Securities Inc. (HilltopSecurities) today announced the addition of 12 investment bankers to its Public Finance division in New York City, San Francisco, and Sherman Oaks, California.

Key Points: 
  • Hilltop Securities Inc. (HilltopSecurities) today announced the addition of 12 investment bankers to its Public Finance division in New York City, San Francisco, and Sherman Oaks, California.
  • The team includes Fred Prager, David Hetz, Rochelle Powell, Ian Prager, Colin O’Neill, A.J.
  • “We are excited to welcome such an accomplished team of municipal finance professionals whose deep experience serving higher education institutions and other public entities is expected to enhance our public finance efforts across the country,” said HilltopSecurities President and CEO Brad Winges.
  • HilltopSecurities serves public finance clients across all sectors in markets from coast to coast.

HilltopSecurities Releases 2022 High Yield Impact Survey

Retrieved on: 
Thursday, December 8, 2022

Hilltop Securities Inc. (HilltopSecurities) recently published its second annual High Yield Impact Survey , drawing on the opinions of 110 market professionals to highlight thought leadership on issues driving the High Yield sector.

Key Points: 
  • Hilltop Securities Inc. (HilltopSecurities) recently published its second annual High Yield Impact Survey , drawing on the opinions of 110 market professionals to highlight thought leadership on issues driving the High Yield sector.
  • I was pleased to see a 25% year-over-year participation increase in the survey, which helped highlight and refine sector trends that we are following, said HilltopSecurities Head of Municipal Credit Yaffa Rattner.
  • ESG designation is nice to have according to more than 90% of respondents, but that designation does not carry any tangible value.
  • A wholly owned subsidiary of Hilltop Holdings Inc. (NYSE: HTH), HilltopSecurities affiliates include Momentum Independent Network Inc., PlainsCapital Bank, and PrimeLending.

HilltopSecurities Launches 2nd Annual Hilltop Hunt

Retrieved on: 
Monday, October 3, 2022

On Oct. 5, 2022, World Teachers Day, Hilltop Securities Inc. (HilltopSecurities) will launch its second annual virtual Hilltop Hunt , providing Texas K-8 public and charter school educators with the chance to win a share of $50,000 in prizes.

Key Points: 
  • On Oct. 5, 2022, World Teachers Day, Hilltop Securities Inc. (HilltopSecurities) will launch its second annual virtual Hilltop Hunt , providing Texas K-8 public and charter school educators with the chance to win a share of $50,000 in prizes.
  • HilltopSecurities has a deep commitment to supporting public education, and the Hilltop Hunt is a fun way we can give back to Texas schools and honor the teachers who have such a positive impact on our future generations, said HilltopSecurities President and CEO Brad Winges.
  • When we started the Hilltop Hunt last year, we were excited to see how many Texas teachers and students embraced the contest and what it meant to their districts.
  • A wholly owned subsidiary of Hilltop Holdings Inc. (NYSE: HTH), HilltopSecurities affiliates include Momentum Independent Network Inc., PlainsCapital Bank, and PrimeLending.