BTIG Expands Mortgage and Specialty Finance Research and Franchise Sales with Gabe Poggi and Eric Hagen

New York – October 13, 2020 BTIG announced today that it has continued the expansion of the firm’s Mortgage and Specialty Finance unit with Gabe Poggi and Eric Hagen, CFA. Mr. Poggi joins BTIG’s Franchise Sales division as a Managing Director, and a Mortgage and Specialty Finance Sales Specialist. Mr. Hagen joins BTIG’s Research and Strategy division as a Director, where he will cover public and private mortgage and specialty finance companies. The firm also recently announced the hiring of Dan Blood, Managing Director and Head of Specialty Finance, and Kimberly Boulmetis, Managing Director, Specialty Finance Investment Banking, to enhance and expand the firm’s investment banking coverage of specialty finance corporate clients.

“We are committed to continuing to establish BTIG as a best-in-class provider for companies and investors concentrated on mortgage and specialty finance opportunities. Gabe and Eric both have proven and impressive track records in the industry. We believe that their insights coupled with our strong global platform will provide clients with a meaningful resource as they navigate the space,” commented Scott Kovalik, Chief Executive Officer and Co-Founder of BTIG.

Mr. Poggi joins BTIG from Shoals Capital, where he spent three years as a Partner and Senior Managing Director. Previously, he was the Director of Research at EJF Capital, where he held the role for nearly four years. Earlier in his career, Mr. Poggi was a publishing Research Analyst covering mortgage and specialty finance at FBR for nine years. He earned a BA in economics from Vanderbilt University.

Prior to BTIG, Mr. Hagen spent six years at KBW, where he published research on mortgage and specialty finance companies and was a Director most recently. Previously, he was an Analyst at the U.S. Department of the Treasury. Mr. Hagen earned a BBA in finance, and a master’s degree in real estate finance from Georgetown University. He is also a CFA charterholder.

“We are thrilled to welcome Gabe and Eric to the firm as BTIG continues to recruit professionals with demonstrated expertise to join our growing franchise. As well-respected mortgage and specialty finance specialists, they are important hires for us as we bolster and further buildout our roster of experienced industry professionals. Their insightful research and sales commentary will undoubtedly enhance our capabilities,” noted Dan Wychulis, Managing Director and Head of U.S. Strategy and Franchise Sales, at BTIG.




About BTIG

BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. With an extensive global footprint and more than 600 employees, BTIG, LLC and its affiliates operate out of 18 cities throughout the U.S., and in Europe, Asia and Australia. BTIG offers execution, expertise and insights for equities, equity derivatives, ETFs and fixed income, currency and commodities (futures, interest rates, credit, and convertible and preferred securities). The firm’s core capabilities include global execution, portfolio, electronic and outsource trading, transition management, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more. Disclaimer:  To learn more about BTIG, visit


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