Preferred Capital Securities is a managing Broker-Dealer focused on the wholesale distribution of high-quality investments to Broker-Dealers and Registered Investment Advisors across the United States and Puerto Rico. A Highly Experienced Team with a Focus on Our Customers: From executive management to our sales team to our corporate employees, we are dedicated to providing our broker-dealer and RIA customers with industry-leading service and support. Our decades of experience within the financial services industry positions us to adeptly build effective relationships, drive capital for our clients and add value for our customers.

Investment Management

Preferred Capital Securities, LLC

Preferred Capital Securities, LLC's headquarters in Atlanta, United States

Jeff Smith

Eric R. Graber

Orit H. Small

Kathy P. Mraz

Claire Mclean

The Leadership Team at Preferred Capital Securities, LLC is responsible for setting the strategic direction and overseeing the execution of the company’s objectives. This team ensures that the company provides top-tier service and support to Broker-Dealers and Registered Investment Advisors. Composed of highly experienced professionals, the team drives capital growth, manages key client relationships, and maintains compliance and operational excellence across the organization.

Leadership Team

The Business Development team at Preferred Capital Securities, LLC is dedicated to cultivating and expanding relationships with Broker-Dealers and Registered Investment Advisors. This team strategically drives capital growth and supports the distribution of high-quality investments by engaging in targeted marketing efforts, conducting thorough due diligence, and managing national accounts. They play a pivotal role in identifying new business opportunities and ensuring exceptional service to foster long-term partnerships and customer satisfaction.

Business Development

The Regional Vice Presidents at Preferred Capital Securities are responsible for overseeing and managing relationships with Broker-Dealers and Registered Investment Advisors within their specific geographic territories. They focus on driving capital for clients, providing industry-leading service and support, and ensuring the effective distribution of high-quality investments. This team leverages their extensive experience in the financial services industry to build strong, effective relationships and add significant value for their customers.

Regional Vice Presidents

The Vice Presidents Team at Preferred Capital Securities, LLC is responsible for strategic leadership and oversight across various domains, ensuring seamless operations and exceptional customer service. This team focuses on executing the company's vision, driving business development, managing customer relationships, and leveraging technology to enhance the overall client experience. Through their combined expertise, they play a crucial role in fostering strong connections with broker-dealers and Registered Investment Advisors, thereby facilitating the distribution of high-quality investments.

Vice Presidents Team

The Operations Team at Preferred Capital Securities, LLC ensures the seamless execution of day-to-day activities related to the distribution of financial products. This includes managing trade processing, maintaining compliance with regulatory requirements, optimizing operational workflows, and providing ongoing support to Broker-Dealers and Registered Investment Advisors. The team's expertise ensures efficiency and accuracy, contributing significantly to the company's commitment to industry-leading service and support.

Preferred Capital Securities, LLC

Org chart

Teams

Leadership Team

Business Development

Regional Vice Presidents

Vice Presidents Team

Operations Team

Offices

Preferred Capital Securities, LLC

Org chart

Teams

Leadership Team

Business Development

Regional Vice Presidents

Vice Presidents Team

Operations Team

Offices

Related companies