Event Speaker
Joseph Moeller joined KBW in 1994, and his responsibilities relate to corporate finance advisory, mergers & acquisitions, and capital markets transactions for financial services companies primarily located in the Mid-Atlantic region of the U.S. Earlier in his career, Joe worked in the Bank Supervision Group of the Federal Reserve Bank of New York.
He received a BS in Industrial Management and Economics from Carnegie Mellon University, Pittsburgh, PA, in 1992 and attended classes at New York University’s Stern School of Business.
Joe’s recent advisory assignments have included:
Lakeland Bancorp’s (NJ) $1.3 billion merger with Provident Financial Services, Inc. (NJ) - Announced 9/27/2022
Investors Bancorp’s (NJ) sale to Citizens Financial Group, Inc. (RI) ($3.6 billion) - Closed 4/6/2022
Sterling Bancorp’s (NY) $5.4 billion merger with Webster Financial Corporation (CT) - Closed 1/31/2022
Bryn Mawr Bank Corp.’s (PA) sale to WSFS Financial Corp. (DE) ($990 million) - Closed 1/1/2022
Metropolitan Bank Holding Corp.’s (NY) $173 million public follow-on offering of common stock - 9/15/2021
Registration
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