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Financial Northeastern Is Now Part of InspereX

Building on a Legacy of Fixed Income Expertise

 

Financial Northeastern is now a division of InspereX, bringing together complementary fixed income capabilities, experienced teams, and a shared commitment to exceptional client service.

 

For more than four decades, Financial Northeastern has built trusted relationships with banks, credit unions, broker-dealers, and institutional investors nationwide. As part of InspereX, clients should expect the same relationships, expertise, and personal service that have long defined Financial Northeastern.

 

More Capabilities. More Resources.

Financial Northeastern clients now have access to a broader range of investment solutions, trading capabilities, technology, and resources to support their evolving needs.

Brokered Deposits

Brokered CDs and Credit Union Share Certificates supported by deep market expertise, competitive rates, and flexible terms for banks and credit unions

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Fixed Income

New issue and secondary fixed income solutions supported by experienced trading teams and market expertise

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Investment Solutions

Structured products, ETFs, alternative investments, and other solutions designed to support advisor and investor goals


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About Financial Northeastern, a Division of InspereX

Financial Northeastern, a division of InspereX, is a leading underwriter and distributor of fixed income solutions serving banks, credit unions, broker-dealers, and institutional investors nationwide. Founded in 1984, Financial Northeastern is known for deep market expertise, long-standing client relationships, and disciplined execution. As part of InspereX, Financial Northeastern is integrated into a broader platform that delivers structured products, ETFs, alternative investments, and fixed income securities through differentiated distribution capabilities, technology-enabled market intelligence, and personalized service. InspereX represents more than 1,000 issuing entities and distributes to 5,000+ partners. With six trading desks and more than 200 employees, the firm maintains offices in Delray Beach, FL; Fairfield, NJ; Chicago, IL; New York, NY; Little Rock, AR; Dublin, OH; and Van Alstyne, TX.

 

 

Financial Northeastern Leadership

 

Jeff Zage 
Jeffrey Zage

Managing Director, Co-Head of Financial Northeastern Division of InspereX

Jeffrey co-founded Financial Northeastern Companies in 1984 and served as Chief Executive Officer, helping build the firm into a leading underwriter and distributor in the brokered deposit and fixed income markets. He currently serves as Managing Director and Co-Head of the Financial Northeastern division of InspereX.

 

He oversaw approximately $350 billion in brokered CD issuance and $750 billion in fixed income securities transactions. Jeffrey has provided market guidance and data to the U.S. Congress and participated in FDIC industry discussions on the use of brokered deposits by FDIC-insured financial institutions.

Steven Zage
Steven Zage

Managing Director, Co-Head of Financial Northeastern Division of InspereX

Steven Zage co-founded Financial Northeastern Companies and Financial Northeastern Securities in 1984 and served as President for more than four decades. He currently serves as Managing Director and Co-Head of the Financial Northeastern division of InspereX.

 

During his leadership, he focused on strategic initiatives, business development, and partner relationships. He also created the firm's certificates of deposit syndicate program and structured products desk.

 

Steven has been actively involved in industry advocacy, including efforts in Washington, D.C., during the development of brokered deposit reforms associated with FIRREA and FDICIA.

Financial Northeastern Office Locations

 

NEW JERSEY

100 Passaic Avenue
Fairfield, NJ 07004
800.362.4141

OHIO

485 Metro Place South, Suite 465
Dublin, OH 43017
877.889.1095

TEXAS

1364 Hackberry Road
Van Alstyne, TX 75495
973.396.1063

 


 

InspereX Leadership

Scott Mitchell
Scott Mitchell
Chief Executive Officer

Mr. Mitchell joined InspereX after a 20-year career at J.P. Morgan, where he held progressively senior leadership positions across Equity Derivatives and Cross-Asset Structured Investments Sales and Marketing. He joined J.P. Morgan in 2004 to co-head U.S. Third-Party Structured Investments Sales, launching the firm's third-party distribution business, as well as its brokered CD platform. Mr. Mitchell was later promoted in 2006 to serve as sole head of the business.

In 2011, Mr. Mitchell was appointed Managing Director and Head of J.P. Morgan Americas Structured Investments Distributor Marketing (SIDM). He was later promoted to Head of Americas Equity Derivatives Sales and SIDM in 2014 and then Co-Head of Global Equity Derivatives Sales and SIDM in 2019. He led the build-out of J.P. Morgan's SI 360 technology platform and also led the firm's investment in the SIMON advisor technology platform. Mr. Mitchell served on the boards of SIMON and later iCapital after SIMON was sold to iCapital in 2022.

Before joining J.P. Morgan, Mr. Mitchell served as Director, Equity-Linked Structured Products Sales for CIBC Capital Markets. A native of Toronto, he earned a degree in business administration from Wilfrid Laurier University in Ontario.

George Barbar
George Barbar
Chief Commercial Officer
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A. Brad Busscher
A. Brad Busscher
Chief Administrative Officer
& General Counsel
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Laura Elliott
Laura Elliott
President
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Aditi Deeg
Aditi Deeg
Chief Financial Officer
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Ira Lehrman
Ira Lehrman
Chief Technology Officer
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InspereX by the Numbers

$850+ Billion

in new issue securities distributed

1,000+

issuing entities

5,000+

distribution partners

6

trading desks