David Chiaverini, CFA®

Managing Director, Equity Research

AREA OF FOCUS

Mid-Cap Banks

Regional Banks

Disruptive Finance

ASSOCIATIONS

  • Chartered Financial Analyst

ANALYST BIOGRAPHY

David Chiaverini is a managing director covering the disruptive finance and bank sector with over 20 years of investment experience. Prior to joining Wedbush in 2016, David spent 12 years as a senior analyst at BMO Capital Markets, Cantor Fitzgerald and Advest covering financials including banks, BDCs, brokers, asset managers, consumer finance, and commercial mortgage REITs. David also worked as a research associate at CIBC World Markets and as an investment banking analyst at Piper Jaffray. David holds a B.S. from Lehigh University and is a CFA charterholder.

ANALYST EDGE

David’s Edge: His management relationships, comprehensive analysis, and interpretation of macro drivers gives David an edge, particularly when it comes to making relative value recommendations within and between financial services subsectors.

COMPANIES UNDER COVERAGE

  • Affirm Holdings Inc. (AFRM)
  • Axos Financial (AX)
  • Bank of California, Inc. (BANC)
  • BankUnited (BKU)
  • BOK Financial Corp. (BOKF)
  • Burford Capital (BUR)
  • Cathay General Bancorp (CATY)
  • Citizens Financial Group Inc. (CFG)
  • Columbia Banking System (COLB)
  • Comerica Inc. (CMA)
  • Cullen/Frost Bankers Inc. (CFR)
  • Customers Bancorp Inc. (CUBI)
  • CVB Financial (CVBF)
  • East West Bancorp Inc. (EWBC)
  • Fifth Third Bancorp (FITB)
  • First Citizens BancShares, Inc. (FCNCA)
  • First Foundation Inc. (FFWM)
  • First Horizon Corp (FHN)
  • Hanmi Financial (HAFC)
  • HomeStreet Bank Inc. (HMST)
  • Hope Bancorp (HOPE)
  • Huntington Bancshares Inc. (HBAN)
  • KeyCorp (KEY)
  • LendingClub Corp. (LC)
  • M&T Bank Corp. (MTB)
  • New York Community Bancorp (NYCB)
  • Pacific Premier Bancorp Inc. (PPBI)
  • Pagaya Technologies Ltd. (PGY)
  • Prosperity Bancshares (PB)
  • Regions Financial Corp. (RF)
  • SLM Corp. (SLM)
  • SoFi Technologies Inc. (SOFI)
  • Texas Capital Bancshares Inc. (TCBI)
  • Upstart Holdings Inc (UPST)
  • Valley National Bancorp (VLY)
  • Webster Financial Corp. (WBS)
  • Western Alliance Bancorporation (WAL)
  • Wintrust Financial Corp. (WTFC)
  • Zions Bancorporation (ZION)