Lorenzo Zefferino

Director

Lorenzo Zefferino joins Performance Trust as a Director in the Investment Banking group having spent over a decade advising depository clients and helping build several successful depository investment banking franchises. Specializing in M&A advisory, public debt and equity offerings, private placements, capital and balance sheet optimization strategies, and other tactical assignments and initiatives, Zefferino has completed more than 35 M&A and capital advisory assignments with an aggregate transaction value over $5 billion.  

Zefferino joined Performance Trust from Piper Jaffray, where he was a Director in the Financial Services Investment Banking group responsible for depository coverage primarily across the Northeast and Mid-Atlantic. Before Piper, Zefferino held senior positions in Sterne Agee and Stifel/KBW financial institutions M&A groups. Zefferino also worked as a senior associate at Macquarie Group and PriceWaterhouseCoopers in an investment banking and financial advisory capacity. Zefferino’s experience encompasses a broad range of investment banking services, having advised on numerous transformational transactions for clients in excess of several billion dollars and representing some of the most significant engagements for predecessor firms.

Zefferino received a bachelor’s degree in Economics from New York University, where he graduated Magna Cum Laude.