Jacqueline Reeves is Managing Director of Bell Rock Capital, LLC. She heads the firm’s bank research and portfolio strategy group. Ms. Reeves is a frequently used resource about banks by national media, including CNBC, Fox Business, Bloomberg television and radio, The Wall Street Journal, Business Week and various other printed media.
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 across the entire country, trust companies, and Florida community banks and thrifts. Jackie performs extensive financial modeling and analysis including five to seven year earnings projections, discounted cash flow and valuation analysis.
Prior to 2003, Ms. Reeves was Director of Research at Putnam Lovell NBF as well as a senior publishing analyst. Jackie reviewed all financial services sector research products, encouraged the development new ideas, and promoted interaction among the sectors covered including joint conference calls, management dinners, and written products. She managed planning, recruiting, budgeting and forecasting for Research department and the Production area. Ms. Reeves contributed to a Strategic Planning Committee designed to evaluate tactical options available to the firm.
She has also been an integral component of the highly regarded bank equity research team at Salomon Smith Barney, which received high rankings from Institutional Investor and Greenwich. Ms. Reeves lead research coverage on thirty-six Mid-Cap regional commercial bank stocks, produced and marketed industry theme pieces, in-depth company reports and quarterly previews as well as a review, ranking seventy-five Mid-Cap Regional Banks. She led the organization of the Annual Financial Services Conference, coordinated more than eighty senior managements and five senior analyst teams. She also has held positions as an equity analyst in the sector for both Janney Montgomery Scott and Credit Suisse First Boston.
Jackie is a trustee member of the Boca Raton Chamber of Commerce, a 2010 recipient of the Chairman’s Award, a recent Leadership Boca graduate 2009 and a chair of the 2011 upcoming class. She remains very active in the community, volunteering at her daughters’ school and with the Junior League of Boca Raton for the last several years, most recently as Chair of the Woman Volunteer of the Year signature fundraiser at the Boca Resort. Jackie is also involved with Florence Fuller Child Development Center and the George Snow Scholarship Foundation. She is President of the Junior League of Boca Raton Endowment and was recently selected as President-Elect of the Junior League of Boca Raton.