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A support team focused on your business growth. 
Our dedicated team is focused on moving your business forward where you want it to go. Energetic and proactive, we use our expertise to execute trades, build bond ladders and locate financial solutions to meet your clients’ individual needs.

Rory Hartley

Managing Director, Fixed Income Solutions


Rory formed Fixed Income Solutions in December 2004 to support institutional and retail sales and to develop an investment banking division. Rory has more than 36 years of experience in the fixed income sector managing sales, trades, underwriting and investment banking for large regional firms.


(205) 268-3099

Rory.Hartley@Protective.com

Rory Hartley, Managing Director, Fixed Income Solutions, Concourse Financial Group
Steve Cornella, Vice President of Municipal Trading, Fixed Income Solutions, Concourse Financial Group

Steve Cornella

Vice President of Municipal Trading


Steve has been trading and underwriting municipal bonds for institutional clients as part of our Fixed Income Solutions team since 2005. He offers more than 30 years of experience in the municipal trading sector, including more than 10 years with Smith Barney.


(205) 268-5532

Steve.Cornella@Protective.com

John Gorham

Vice President of Taxable Trading


John has been trading corporates, treasuries, government agencies and collateralized mortgage obligations (CMOs) for institutional clients with Fixed Income Solutions since 2005. His career spans more than 30 years in the trading industry, including a tenure with Merrill Lynch.


(205) 268-3755

John.Gorham@Protective.com

John Gorham, Vice President of Taxable Trading, Fixed Income Solutions, Concourse Financial Group
Tim Foshee, Retail Trader, Fixed Income Solutions, Concourse Financial Group

Tim Foshee

Retail Trader


Tim has focused on providing municipal market trade support, analysis and pricing transparency to financial professionals with Fixed Income Solutions since 2014. Tim offers more than 30 years of industry experience, including 10 years as a Raymond James advisor.


(205) 268-3808

Tim.Foshee@Protective.com

Jermy Jett

Retail Trading Manager


Jermy has been supporting financial professionals with fixed income trading as a fixed income specialist since 2005. He’s focused on the taxable market and provides analysis, pricing transparency and trade support. He joined our Fixed Income Solutions team in 1999.


(205) 268-3353

Jermy.Jett@Protective.com

Jermy Jett, Retail Trading Manager, Fixed Income Solutions, Concourse Financial Group
Keira Lumbard, Retail Trader, Fixed Income Solutions, Concourse Financial Group

Keira Lumbard

Retail Trader


Keira has been with Concourse Financial Group since 2007. Since 2011, her focus has been providing equity, mutual funds, and options trading assistance to our financial professionals.


(888) 232-7016

Trading@concoursefinancial.com

Eric Green

Retail Trader


Eric joined our Fixed Income Solutions team in June 2021. He has more than 25 years of fixed income experience. Most recently Eric worked as a taxable and tax-free fixed income trader, as well as a fixed income account manager, with BBVA Wealth Management for 17 years.


(205) 268-5960

Eric.Green@concoursefinancial.com

Eric Green, Retail Trader, Fixed Income Solutions, Concourse Financial Group