Institutions & Corporations

Fixed Income

Jody K. Lurie

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Director and Corporate Credit Analyst

Jody K. Lurie, Director and Corporate Credit Analyst in Janney’s Investment Strategy Group, serves the Firm’s Private Client Group as the expert in corporate bonds, preferreds, and other taxable fixed income asset classes. In this role, Ms. Lurie provides commentary on overarching trends and investment ideas in taxable fixed income, as well as research and strategy about issuers’ debt structures at the micro level, offering trade recommendations and portfolio reviews to retail and institutional accounts. Ms. Lurie covers an extensive list of companies across several industries, including, but not limited to, banks and non-bank financials, industrials, oil & gas, metal & mining, food & beverage, retail, and telecom. She has taken particular interest in niche topics, including the consumer credit conversation and its effects on the overall economy, along with post-recession market liquidity.

Prior to pioneering Janney’s corporate credit research effort, Ms. Lurie was an investment banker in the Firm’s Consumer & Retail Group, working with companies in the food & beverage and hard- and soft-line retail spaces. She played a role in various transactions, including initial public offerings, follow-on offerings, mergers & acquisitions, private placements, fairness opinions, and other financial advisory. She served on the deal team for prominent transactions, such as Tasty Baking’s sale to Flowers Foods, AC Moore’s sale to Sbar’s, and Utz Quality Foods’ purchase of Dirty Potato Chips. Prior to joining Janney, Ms. Lurie worked at Citigroup-Smith Barney.

Ms. Lurie is a respected thought leader and public speaker, regularly appearing in-print and on-air to discuss key issues in the industry. She has been quoted by The Wall Street Journal, MarketWatch, Barron’s, Bloomberg, CNBC, Fox Business News, Reuters, Financial Times, ABC News, Chicago Tribune, National Public Radio, and other major news outlets. She is also a sought after speaker at industry events and conferences. In May 2016, she testified before the US Senate Finance Committee during the hearing “Debt versus Equity: Corporate Integration Considerations.” On multiple occasions, she has presented at the Federal Reserve Bank of Philadelphia to the Philadelphia Council for Business Economics.