Emily Needell, CFA

Emily Needell serves as the deputy chief investment strategist at Piper Sandler. Under her tenure, the strategy team has earned the distinction of being Wall Street’s top portfolio strategy team in the 2024 Extel/Institutional Investor All-Americas Research poll. With over 20 years of experience on Wall Street, Needell is an expert at forecasting macro trends and effectively linking these insights to portfolio positioning and stock selection. Her collaborative approach with clients ensures that their unique needs are met, utilizing the team's resources to enhance investment strategies. Before her current role, Needell was the deputy chief investment strategist at Cornerstone Macro, where she contributed since the firm's inception in 2013. Her earlier experience includes a research associate position at Wolfe Trahan & Co. and a start on the NYSE floor at LaBranche & Co. She holds a bachelor’s degree from Cornell University where she studied engineering and business and is a CFA charterholder.

Universe Coverage

Portfolio Strategy