Sales and Trading

Pivotal has a unique model where our senior analysts have established strong relationships with the buy side leaders in their respective sectors obviating the need for a wholly dedicated sales effort. When our institutional clients need to understand an issue/call they interact directly with their respective analyst rather than through a sales or trading intermediary.

Pivotal Research Group leverages the trading and commission and allocation strengths of numerous institutional brokers as directed by our clients typically utilizing CSA arrangements.

If you are interested in learning more about setting up a relationship with Pivotal Research Group please contact Jeff Shelton at

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