At Shay Financial Services, Inc., we take pride in our history, our accomplishments and our enduring client relationships. Shay has been serving the needs of financial depository institutions since 1981, from securities transactions to asset/liability modeling and from institutional mutual funds to alternative funding strategies.

Shay was founded in 1981 by Rodger D. Shay and James Bolton, both former Merrill Lynch executives. The company was established specifically to meet the unique investment demands and regulatory requirements faced by financial institutions.

Shay’s core competency is the assimilation and application of balance sheet knowledge. We fuse the disciplines of finance, asset/liability management, portfolio management, and securities analysis. In short, we are purveyors of capital markets knowledge to institutional investors. Our mission is to build more profitable balance sheets.