Financials have been soaring since President-elect Donald Trump's victory Nov. 8, with Goldman Sachs up 33 percent in that time period. Investors have been encouraged by promises of tax cuts and deregulation.
Jackie Reeves, managing director at Bell Rock Capital, sees strong underling tail winds.
"There is an overall bias here on the financials, specific Goldman as it relates to increased capital markets activity, increased M&A opportunities ... [and] IPO activity is looking better for 2017, especially as the stock market improves," she told "Closing Bell."
Reeves is also unconcerned about the possibility that Gary Cohn, Goldman's president and chief operating officer, will leave to take a role in the Trump administration.
Sources have told NBC News that Trump has offered Cohn a key economic post.
"Goldman has a deep bench of talent," Reeves said. "We don't really think there is any risk, if you will, on that side of the equation."
Disclosure: Ellison and Reeves own Goldman Sachs