JR

Joe Regan

Managing Director

Joe Regan is currently the Managing Director at Performance Trust Capital Partners, a position held since 2024. Previously, Joe served as a Director at Piper Sandler from 2020 to 2024, and before that, held various roles in investment banking including Vice President at Sandler O'Neill + Partners, L.P. from 2017 to 2020 and Investment Banking Associate at FBR from 2015 to 2017. Joe's early career included consulting in Financial Services Risk Management at Ernst & Young from 2010 to 2012 and working as an Operations Analyst at Morgan Stanley from 2007 to 2009. Joe earned an M.B.A. in Accounting and Finance from the University of Rochester - Simon Business School and a BA in Psychology from Boston College.

Location

Dallas, United States

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