Profile
Mr. Peyton Green is a Chief Financial Officer & Executive VP at InsBank, Inc. and a Chief Financial Officer & Executive VP at InsCorp, Inc. (Tennessee).
Mr. Green was previously employed as a Director of Financial Services Investment Banking by Piper Sandler & Co. (Broker), a Managing Director & Senior Research Analyst by Sterne, Agee & Leach, Inc., a Senior Bank Analyst by FTN Midwest Securities Corp., and an Analyst by Sterne Agee Investment Advisors, Inc. He received his undergraduate degree from Université de Toulon.
Peyton Green active positions
| Companies | Position | Start |
|---|---|---|
| INSCORP, INC. | Director of Finance/CFO | 09/04/2024 |
InsBank, Inc.
InsBank, Inc. Regional BanksFinance Operates as a state chartered commercial bank | Director of Finance/CFO | 09/04/2024 |
Former positions of Peyton Green
| Companies | Position | End |
|---|---|---|
Piper Sandler & Co. (Broker)
Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/04/2023 |
Sterne, Agee & Leach, Inc.
Sterne, Agee & Leach, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 30/04/2015 |
FTN Equity Capital Markets Corp.
FTN Equity Capital Markets Corp. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 31/12/2008 |
Sterne Agee Asset Management, Inc.
Sterne Agee Asset Management, Inc. Investment ManagersFinance Sterne Agee Asset Management's (SAAM) offers advisory services across a broad range of strategies and investment types and does not primarily recommend any particular type of security to their clients. SAAM serves as the portfolio manager for Sterne Select Funds, which is a discretionary investment platform that primarily utilizes mutual funds and ETFs to construct a variety of diversified portfolios designed to meet various client objectives. Although portfolios vary by objective, they typically provide exposure to fixed income as well as equity across a range of capitalizations and styles. Allocations can also include exposure to other asset classes such as real estate and typically provide exposure to domestic as well as international markets. Sterne Select Managers is a discretionary investment platform that utilizes third-party managers and/or portfolio models provided by third-party managers to manage client assets. Third-party managers and Portfolio Model Providers may be used individually or in combination with other third-party managers, mutual funds and/or ETFs to build portfolios designed to meet client objectives. Third-party managers and Portfolio Model Providers can be used to provide exposure to a variety of asset classes and styles including taxable and tax-free fixed income, domestic equity across styles and capitalizations, and international equity. If a client selects a Portfolio Model Provider, that Portfolio Model Provider will continuously provide its investment recommendations to SAAM. However, SAAM retains investment discretion and will ultimately decide whether or not to accept a Portfolio Model Provider’s investment recommendations. Sterne Select APM is a discretionary investment platform that provides flexibility to enable advisors to develop portfolio solutions that meet their clients’ objectives. APM portfolios under the oversight of SAAM can include individual securities such as stocks and bonds, as well as mutual funds and ETFs. Sterne Select Advisors is a non-discretionary investment platform through which clients are provided continuous and on-going investment advice by the client’s investment advisor. | Analyst-Equity | 01/01/2001 |
Training of Peyton Green
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
Sterne, Agee & Leach, Inc.
Sterne, Agee & Leach, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Piper Sandler & Co. (Broker)
Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
FTN Equity Capital Markets Corp.
FTN Equity Capital Markets Corp. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Sterne Agee Asset Management, Inc.
Sterne Agee Asset Management, Inc. Investment ManagersFinance Sterne Agee Asset Management's (SAAM) offers advisory services across a broad range of strategies and investment types and does not primarily recommend any particular type of security to their clients. SAAM serves as the portfolio manager for Sterne Select Funds, which is a discretionary investment platform that primarily utilizes mutual funds and ETFs to construct a variety of diversified portfolios designed to meet various client objectives. Although portfolios vary by objective, they typically provide exposure to fixed income as well as equity across a range of capitalizations and styles. Allocations can also include exposure to other asset classes such as real estate and typically provide exposure to domestic as well as international markets. Sterne Select Managers is a discretionary investment platform that utilizes third-party managers and/or portfolio models provided by third-party managers to manage client assets. Third-party managers and Portfolio Model Providers may be used individually or in combination with other third-party managers, mutual funds and/or ETFs to build portfolios designed to meet client objectives. Third-party managers and Portfolio Model Providers can be used to provide exposure to a variety of asset classes and styles including taxable and tax-free fixed income, domestic equity across styles and capitalizations, and international equity. If a client selects a Portfolio Model Provider, that Portfolio Model Provider will continuously provide its investment recommendations to SAAM. However, SAAM retains investment discretion and will ultimately decide whether or not to accept a Portfolio Model Provider’s investment recommendations. Sterne Select APM is a discretionary investment platform that provides flexibility to enable advisors to develop portfolio solutions that meet their clients’ objectives. APM portfolios under the oversight of SAAM can include individual securities such as stocks and bonds, as well as mutual funds and ETFs. Sterne Select Advisors is a non-discretionary investment platform through which clients are provided continuous and on-going investment advice by the client’s investment advisor. | Finance |
Université de Toulon
Université de Toulon Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
InsBank, Inc.
InsBank, Inc. Regional BanksFinance Operates as a state chartered commercial bank | Finance |
InsCorp, Inc. (Tennessee)
InsCorp, Inc. (Tennessee) Regional BanksFinance Operates as bank holding company with investments in business and personal banking products and services | Finance |
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