Sign in

Catherine Neeler

Vice President and Senior Equity Analyst at ABW

Catherine Neeler is a Vice President and Senior Equity Analyst at ABW, specializing in financial services and insurance sector research with a focus on leading property and casualty insurance companies such as Chubb, Allstate, and Progressive. She is recognized for her strong track record in generating accurate investment recommendations, with a documented success rate above 66% and outperforming average sector returns as ranked on investment research platforms. Neeler began her finance career in 2012 as an associate analyst at Barclays, later moving to Raymond James, before joining ABW in 2018 where she has become a key voice on the insurance equities desk. She maintains FINRA Series 7 and Series 63 registrations, and her analysis has earned industry recognition for depth and actionable insight.

Catherine Neeler's questions to PINNACLE FINANCIAL PARTNERS (PNFP) leadership

Question · Q3 2025

Catherine Neeler from ABW asked about the sustainability of BHG's growth into 2026, specifically if it would continue to grow from current record levels, albeit at a moderated pace. She also inquired if the strong fee income performance, excluding BHG, was already factored into the pro forma 2027 projections from the merger slide deck or if it exceeded initial expectations.

Answer

CFO Harold Carpenter confirmed BHG is expected to continue growing in 2026, with consistent quarterly run rates and strong production. He also noted that the combined strengths of Pinnacle and Synovus in various fee areas, like wealth management and capital markets, create significant tailwinds. President and CEO Terry Turner added that current fee income growth is likely exceeding the original merger plan and consensus estimates.

Ask follow-up questions

Get Instant Answers from SEC Filings & Earnings Calls

Ask complex financial questions and get precise answers in seconds. Fintool scans millions of documents to surface insights beyond timely human analysis.

Search across 8,000+ companies
Access millions of SEC filings & transcripts
Get answers cited to the source
Try Fintool for Free

Trusted by leading investment firms and analysts