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Analyst
Bios
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John
E. Parks - Director of Research
John Parks joined Oppenheimer & Co. Inc. in 1989 as a senior
institutional salesman covering the New York City territory.
He became Head of Domestic Institutional Sales in 1995 and Head
of Global Institutional Sales in 1997. In late 1999, John was
asked to shift his career and become Head of Equity Research.
John began his Wall Street career at the First Boston Corporation
in 1983 as an investment banker and later as an institutional
salesman. John holds a B.A. in economics from Princeton University
and an M.B.A. in finance from Columbia University. |
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Erica
L. Moffett - Associate Director of Research
Erica Moffett is the Associate Director of Equity Research at
Oppenheimer & Co. Inc. She joined the firm in 2000 as an analyst
in the travel and leisure space and subsequently covered e-Commerce
companies before moving into her current position. Prior to
coming to Wall Street, Erica worked at Yale University, the
Rockefeller Foundation, the Philadelphia Orchestra, and Barnes
& Noble in various corporate roles. She holds a B.A. in music
from Rhodes College and an M.B.A. from Yale University. |
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Brian
Abrahams, M.D. - Biotechnology
Brian Abrahams, M.D., is an Executive Director and senior analyst
covering the biotechnology sector. Prior to joining the firm
in 2004, he completed an internship in Internal Medicine at
Beth Israel Hospital in New York. Brian received a medical degree
from the Albert Einstein College of Medicine, and graduated
from Yale University magna cum laude with a B.S. in molecular
biophysics and biochemistry. Brian is a licensed non-practicing
physician in New York State. |
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Joseph
Altobello, CFA - Consumer Products
Joseph Altobello is an Executive Director and senior analyst
at Oppenheimer covering household and personal care products
suppliers. Joe has been with the firm since 2000, initially
as a member of the wireline telecom services team before launching
coverage of the household products and personal care group in
2002. From 1999 to 2000 he was an associate analyst at Schroders
covering major domestic local and long distance telecom service
providers, and subsequently moved to Salomon Smith Barney covering
the oil and natural gas exploration and production sector. Joe
graduated summa cum laude from Penn State University in 1995
with a B.S. in finance and a minor in economics. |
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Srinivas
Anantha, CFA - Enhanced Data Services
Sri Anantha is senior analyst covering the enhanced data services
space. He has been following the sector for the past five years,
working with Tim Horan, Oppenheimer's telecommunication services
senior analyst. Together, Sri and Tim are focused on understanding
industry trends from a macro level and leveraging this knowledge
to publish differentiated research, which has earned them a
reputation for their long-term industry think pieces. Sri holds
a B.S. in electronics and telecommunications engineering from
Madras University and an M.B.A. from Loyola University Chicago. |
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Brian
G. Belski - Chief Investment Strategist *
Brian is a Managing Director, Chief Investment Strategist and
leader of the Investment Strategy group, providing strategic
investment and portfolio management advice to both institutional
and private clients. Brian's group produces several investment
strategy and portfolio management publications on a regular
basis. In his over 20 years in the investment industry, Brian
has held various strategy and research positions, most recently
as the Chief US Sector Strategist at Merrill Lynch. Brian is
frequently quoted in the financial press, including a stint
as one of the regular monthly co-hosts of CNBC Squawk box between
2002 and 2005. In addition, he was named the most accurate strategist
on Wall Street according to a 2004 poll conducted by USA Today.
Brian holds a BS degree from St. Cloud State University.
*Investment Strategy provided by Oppenheimer Asset Management,
Inc., an affiliate of Oppenheimer & Co. Inc. |
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G.
Scott Burk, CFA - Ocean Shipping & Oil Services
Scott Burk is an Executive Director and senior analyst covering
the ocean shipping and oil service industries. Before joining
Oppenheimer in 2008, he covered ocean shipping at Bear Stearns
where he was recognized as the top stock picker in industrial
transportation for 2007 by the Wall Street Journal's "Best on
the Street" report. Previously, Scott covered oil and gas exploration
and production stocks at Bear Stearns and at Frost Securities.
He began his career as a petroleum engineer with Shell Oil Co.
with responsibility for several large Gulf of Mexico oil and
gas fields. He earned a B.S. in chemical engineering from Brigham
Young University and an M.B.A. with a finance emphasis from
Tulane University. |
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Jairo Chung - Utilities & Independent Power Producers
Jairo Chung is a Director and senior analyst covering small and mid-cap electric utilities as well as demand-side management companies. Prior to joining Oppenheimer & Co. Inc. in April 2009, Jairo was an associate analyst at Banc of America Securities on the electric utilities and independent power producers research team for about five years. Jairo began her career at Public Service Enterprise Group, a gas and electric utility in New Jersey, as a management associate. During her five-year tenure at PSEG, she worked in areas such as Risk Management, Corporate Planning and Investor Relations. She holds a Bachelor of Science in International Business with Economics and German from the College of New Jersey and an M.B.A from the Stern School of Business at New York University.
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Bernie
Colson, CFA - MLPs
Bernie Colson is Executive Director and Senior Analyst for MLPs.
Bernie came to Oppenheimer in 2010 from Tortoise Capital Advisors
where he was involved in portfolio management and investment
analysis of MLPs and utilities. While there he also spearheaded
the portfolio team effort to launch the Tortoise Power & Energy
Infrastructure Fund. Prior to Tortoise Capital, he was an investment
analyst at Waddell & Reed where he covered the power and utility
industry and the U.S. Media sector. Prior to Waddell & Reed,
Bernie was an Assistant Vice President at Citigroup Asset Management
where he covered the North American electric and gas utilities
and was a member of the Large Cap Core portfolio management
team. He holds a B.A. in Sociology from Yale University and
an M.B.A. from the University of Michigan Business School. |
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Matthew
DiFrisco - Restaurants
Matt DiFrisco is an Executive Director and Senior Analyst covering
the Restaurant sector. He came to Oppenheimer in 2008 from Thomas
Weisel Partners where he followed the space with a strong emphasis
on mid-cap / small cap emerging growth companies. Matt began
his equity research career in 1997 at Lehman Brothers and has
worked at several houses such as Donaldson, Lufkin & Jenrette,
SunTrust Robinson Humphrey, and Harris Nesbitt - BMO Group as
he developed and prospered through the Wall Street merger wars
of the last ten years. |
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Shaul
Eyal - Communication Software/Infrastructure
Software
Shaul Eyal is a Managing Director and senior analyst covering
the U.S. communications and infrastructure software sectors
and has quickly become one of Wall Street's leading experts
on the sector. He started his equity research career in 1997
by covering Israeli technology related equities for the firm.
Shaul holds an M.B.A. from Fordham University and an LL.B with
honors from Oxford Brookes University. He served for five years
in the Special Forces of the Israeli Defense Forces, where he
held the rank of lieutenant. |
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Fadel
Gheit - Oil & Gas
Fadel Gheit is a Managing Director and senior analyst covering
the oil and gas sector. He spent six years with Mobil Oil and
five years with Stone & Webster. He has been an energy analyst
since 1986 with Mabon Nugent and JP Morgan and has been with
Oppenheimer & Co. Inc. since 1994. He has been named to The
Wall Street Journal All-Star Annual Analyst Survey four times
and was the top-ranked energy analyst on the Bloomberg Annual
Analyst survey for four years. He is one of the most quoted
analysts on energy issues and has testified before the U.S.
Senate and the U.S. House of Representatives about oil price
speculation, and is a frequent guest on TV and radio business
programs. Fadel holds a B.S. in chemical engineering from Cairo
University and M.B.A. in Finance from New York University. |
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Christopher
Glynn - Industrial Multi-Industry
Christopher Glynn is a senior analyst at Oppenheimer covering
the Industrial Multi-Industry sector. Prior to joining the firm
in 2003, Chris attended Columbia Business School and subsequently
worked for two buy-side firms. Chris holds an M.B.A. from Columbia
Business School, and a B.A. in English from Georgetown University.
Prior to attending Columbia Business School, he taught high
school science in the Boston Public Schools for seven years. |
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Glenn
Greene, CFA - Business Services
Glenn Greene is an Executive Director and senior analyst covering
the Business Services sector. Before joining Oppenheimer in
June 2007, Glenn was a Principal and senior analyst with ThinkEquity
Partners covering Business Services since 2002. Prior to ThinkEquity,
he was a senior analyst for ABN AMRO covering the IT and Business
Services sector. Before arriving on Wall Street, Glenn was Director
of Business Planning & Analysis at MasterCard International.
He was honored as the top ranked Earnings Estimator in the IT
Services industry by Starmine for the years ended March 31,
2007 and March 31, 2009. Glenn holds a B.A. in Accounting from
Emory University and an MBA from New York University's Stern
School of Business. He also is a Chartered Financial Analyst
and was a CPA earlier in his career. |
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Jason
S. Helfstein - Media & Internet
Jason Helfstein is an Executive Director and Senior Internet Analyst, covering the Consumer Internet, eCommerce, Display/Search/Vertical Lead Generation and Digital Media verticals. Jason has been with the firm since 2002, previously covering Media and Advertising before moving into the Internet space. Prior to Oppenheimer, he worked at Salomon Smith Barney on the Institutional Investor ranked broadcasting and cable research group. He is a top analyst according to the Wall Street Journal's annual 2010 poll, and received similar recognition by Forbes magazine in 2009. He began his career in equity research at Schroder Wertheim. He holds dual B.A. degrees from Syracuse University. |
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Timothy
K. Horan, CFA - Telecom Services
Tim Horan is a Managing Director and senior analyst heading
the communication and cable services equity research team. He
has been with the firm since 1998 and has been a communications
services analyst for over 13 years. Tim researches a broad range
of communications companies with a focus on data communications
and the migration of the industry toward horizontal segmentation.
He was chosen as a Wall Street Journal All Star Analyst
in 2000, 2001 and 2002. Prior to 1998, Mr. Horan was a research
analyst at Smith Barney, in a group that was ranked No.2 among
wireline services teams in the 1997 Greenwich Associates Institutional
Survey, and a perennial winner of the Institutional Investor
analyst survey. Prior to becoming an equity analyst, Mr. Horan
worked as a civil engineer on various projects in the New York
area. Mr. Horan received a B.S. in civil engineering from Rutgers
University and earned an M.B.A. in finance, with Beta Gamma
Sigma Honors, from Columbia Business School. |
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Bret
Holley, Ph.D. - Biotechnology
Bret Holley is a Managing Director and a senior analyst leading
the biotechnology equity research team. Bret joined the firm
in September 2002, and has more than 13 years of scientific
research experience in the biotechnology industry and at leading
academic institutions. Prior to joining Oppenheimer, Bret worked
for two years at Ingenuity Systems Inc. He received his B.S.
in Genetics from the University of California at Berkeley and
his Ph.D. from Stanford University. He has also held research
positions at the University of California at Berkeley and the
University of California at San Francisco. |
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Gary
Hsueh, CFA - Semiconductor Capital Equipment
& Solar Technology
Gary Hsueh is an Executive Director and senior analyst covering
the semiconductor capital equipment and solar technology sectors,
a position he has held since joining the firm in 2005. He also
has over four years in sell-side equity research in semi-cap
equipment from prior stints at Morgan Stanley and Citigroup.
Prior to his move to the sell-side, Gary spent over six years
at Applied Materials, with his time equally divided between
engineering and marketing. Gary holds a B.S. in chemical engineering
from the University of California, Berkeley, a M.S. in chemical
engineering from the University of California, Santa Barbara,
and CFA designation. His education, combined with his CFA and
industry contacts gives him a unique ability to spot emerging
trends and make anticipatory calls. |
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Ella
Ji - China Education & Real Estate
Ella Ji is a Director and senior analyst covering the China
Education and Real Estate companies. She has nearly ten years
of work experience within China & the U.S. in equity research
and financial due diligence. Ella joined Oppenheimer in 2006
as a research associate on its Business Services team, covering
the sub-sectors of China education services, U.S. education
services, tax services, route-based services, and consulting
services. Prior to Oppenheimer, she was an audit manager at
KPMG's New York office and a senior associate at PricewaterhouseCoopers
in Shanghai. Ella holds a B.A. in Economics from Fudan University
and an M.S. in Finance from Boston College. |
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Ed
Keller - Aerospace & Defense
Ed Keller is senior analyst covering the Aerospace & Defense
sectors. He was a founding member of the firm’s Aerospace and
Defense team in 2004 and was named senior analyst in 2010. In
addition to his research experience at Oppenheimer, Ed brings
over 15 years of industry and military experience to his work.
Prior to Oppenheimer, Ed worked at Raytheon as a financial analyst
in the Office of the CEO. He has also worked at PPG Industries
(work through which he holds one patent) and at Corning. Additionally,
Ed served for seven years in the U.S. Army, mostly with the
24th Infantry Division and since re-designated the 3rd Infantry.
He holds a B.S. in Engineering Physics from the United States
Military Academy at West Point and an M.B.A. from the MIT Sloan
School of Management. |
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Paul
Keung - China
Paul Keung is a Managing Director and Head of Oppenheimer's
China Research. Paul's overseas a team of analysts focused on
covering emerging growth companies in China across various sectors
including Technology, Internet, Telecom, Alternative Energy,
Health Care, Consumer, Education and Real Estate. Prior to joining
the firm, Paul was Vice President of Finance and CIO at Wyndham
Hotels & Resorts, where he help complete a $3.5 billion recapitalization
and financial restructuring. He has also held equity research,
investment banking and financial analyst positions at Deutsche
Morgan Grenfell, PaineWebber, Salomon Brothers and HVS International.
Mr. Keung holds a B.S. from Cornell University and an M.S. from
New York University. |
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Ittai
Kidron - Wireless Technology and Networking
& Data Infrastructure
Ittai Kidron is a Managing Director covering the Wireless Technology,
Data and Networking Infrastructure sectors. Ittai joined the
firm in 2001 from Bear Stearns where he worked as an investment
banker covering the telecom industry. Prior to Bear Stearns,
he worked at KPMG for years as an auditor. Ittai holds an M.B.A.
with Highest Honors from the University of Chicago and a B.A.
in accounting and economics with Honors from the Tel Aviv University
in Israel. He served for three years in the Israeli Defense
Forces as a senior investigator in the Military Police. |
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Chris
Kotowski - Large Cap Banks & Brokers
Chris Kotowski is Managing Director and Senior Research Analyst
covering the Large Cap Banks & Brokers, a position he has held
twice at the firm: currently since 2009, and previously from
1987-1995. Chris originally joined Oppenheimer in 1985 as a
research associate in the banks franchise and was promoted to
Senior Bank Analyst two years later. Over the next nine years,
he led a team of four in covering over 45 stocks supporting
both large cap institutional efforts and the firm’s small cap
franchise. During this time, he was often represented in Institutional
Investor’s annual rankings and was consistently ranked among
the firm’s top analysts. He served as Associate Director of
Research and then as Director of Research at Oppenheimer and
CIBC World Markets. In 2004, Chris joined Leerink Swann & Co.
where he served as Director of Research and Head of Institutional
Equities. In 2009, he returned to his roots, re-joining Oppenheimer
as Senior Analyst covering the Large Cap Banks & Brokers. |
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Steven
M. Lichtman – Medical Devices
Steven Lichtman is Managing Director and Senior Analyst for
Medical Devices. Steve joined Oppenheimer in 2010 from JMP Securities
where he was Senior Analyst for Medical Devices. Prior to JMP,
Steve was Senior Analyst for Medical Devices at Banc of America
Securities, where he was focused on several medical device sectors,
most notably orthopedics/spine. In 2007, he ranked in the top
five for his orthopedics coverage in the Greenwich analyst survey.
Prior to Banc of America, Steve was the Senior Associate on
leading Medical Devices teams at Credit Suisse First Boston
and Schroder & Company, Inc. Steve received a B.A. from Duke
University in Economics & Public Policy Studies and an M.B.A.
from New York University’s Stern School of Business. |
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Katherine
Lu – China Healthcare
Katherine Lu is an Executive Director covering the China healthcare
sector. She has been following the sector since 2007 and is
one of the most experienced China healthcare analysts on the
Street. Her research focuses on identifying industry trends
and providing proprietary data points, leveraging her broad
healthcare industry experience. Katherine joined the firm in
the Specialty Pharmaceuticals equity research group in 2006.
Prior to that, she was an associate analyst in the Medical Devices
and Technology equity research team at Cowen, following large-cap
cardiovascular, orthopedics and hospital supplier companies.
Prior to Wall Street, Katherine gained six years pharmaceutical
industry experience at Roche and Johnson & Johnson and was a
healthcare management consultant at Bogart Delafield Ferrier.
Ms. Lu graduated sum cum laude from Nanjing University with
a B.S. in Chemistry. She earned her M.S. from Iowa State University
and her M.B.A. in finance and accounting, with Beta Gamma Sigma
Honor, from the Stern School of Business at New York University. |
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Terry
J. McEvoy, CFA - Regional Banks
Terry McEvoy is a Managing Director and senior analyst covering
the regional banking sector. He provides research coverage of
25 banks and thrifts located across the country with a primary
focus on those operating in the Midwest, Texas, Florida and
Las Vegas and with market capitalizations ranging from under
$100 million to $5 billion. He was named the #3 Earnings Estimator
in the Commercial Banking industry by Financial Times/Starmine
in 2008. Prior to coming to Oppenheimer in November 2001, Terry
spent five years as a Bank Analyst at Tucker Anthony Capital
Markets. Terry was one of the founding members/ Board of Directors
of the CFA Society of Maine. |
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Brian
W. Nagel, CFA - Hardlines and Broadlines
Brian W. Nagel is senior analyst covering the Hardlines and
Broadlines Retail sectors. Brian joined the firm in 2009 and
comes to us from UBS Securities where he was senior analyst
covering the U.S. Hardlines Retail sector since 2005. In 2008,
Brian was ranked #5 in Hardlines Retail in the annual Institutional
Investor Poll as well as being named 2008 Best Up & Comer in
the category. Prior to joining UBS in 2003, Brian was part of
the Hardlines team at Credit Suisse beginning in 2000. Brian
also worked as an associate analyst at A.G. Edwards & Sons.
He holds a B.S.B.A. from Creighton University. |
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Michael
Nannizzi - Insurance
Michael Nannizzi is an Executive Director and senior analyst
covering the insurance sector. Mike joined Oppenheimer in 2008,
focusing on P&C insurance, and in his first full year covering
the sector he was honored as the Best Up & Comer Insurance analyst
in Institutional Investor's 2009 All-America Research Survey.
Prior to being named Bear Stearns senior life insurance analyst
in 2008, Mike's coverage focused primarily on specialty finance
and mortgage finance companies. Before coming to Wall Street,
Mike worked at Macromarkets, a niche company founded by Yale
economist Robert Shiller. Mike began his career as an auditor
for Ernst & Young and holds the CPA designation. Mr. Nannizzi
graduated from Marquette University with a B.S. in Accounting/Spanish
Literature and holds an M.B.A. from NYU's Stern School of Business.
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John
Newman, Ph.D. - Specialty Pharmaceuticals
John Newman joined Oppenheimer in 2008 as the Senior Specialty
Pharmaceuticals Analyst. Prior to joining Oppenheimer, he was
an associate analyst at Merrill Lynch on a top-ranked biotechnology
team concentrating on oncology-focused names. John completed
coursework in business during his postdoctoral fellowship at
University of Wisconsin-Madison in Biochemistry. He received
his Ph.D. from Howard Hughes Medical Institute at University
of Maryland, and B.S. in Chemistry from Loyola University in
Chicago. |
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Pam
Quintiliano - Specialty Retail
Pamela Quintiliano is Executive Director and Senior Analyst
for the Specialty Retail. Pam has extensive experience covering
Consumer & Specialty Retail, most recently at Auriga Securities
where she was the Senior Specialty Retail Analyst. Prior to
Auriga, Pam worked at Deutsche Asset Management covering the
Consumer Discretionary and Staples sectors for the micro-, small-,
and mid-cap long-only growth funds. Before Deutsche, Pam was
also Senior Analyst for Specialty Retail at WR Hambrecht & Co
and Fulcrum Global Partners. She began her Wall Street career
as an associate in Specialty Retail at BMO Capital Markets (formerly
Gerard Klauer Mattison) and also at Schroders. Prior to Wall
Street, Pam was an associate at Coopers & Lybrand LLC. Pam holds
an A.B. in Psychology and Sociology from Bowdoin College. Pam’s
differentiated psychology/sociology background enables her to
apply the nuances of consumer behavior to stock-specific drivers
while her buyside experience has honed her ability to identify
catalyst driven entry and exit points. |
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Brad
Reback, CFA - Enterprise Software
Brad Reback is a Managing Director and senior analyst who has
been with the firm for 15 years. Since 1999 he has been covering
application software companies, and current sectors under coverage
include enterprise resource planning, customer relationship
management, content management, human capital management and
supply chain management. Prior to joining the enterprise and
eBusiness software group, Brad spent his first five years at
the firm covering certain industrial sectors. Brad earned a
B.A. from Cornell University. |
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Yair
Reiner - Applied Technology
Yair Reiner is Oppenheimer's Executive Director and senior analyst
for Applied Technology. Yair's coverage list reflects a foodchain
approach to GPS and consumer electronics companies; the core
names in his group include Garmin, Trimble, Apple, Synaptics,
Cree, andOmnivision. As an analyst, Yair takes a bottom up approach,
leveraging his deep industry ties to identify important emerging
trends, get ahead of the quarter, and make the informed long-term
calls. Yair began his equity research career in 2004 at CIBC
World Markets as part of Shaul Eyal's Communication Software
and Israeli Technology team. Yair earned his MBA from the NYU
Stern School of Business and an MS in comparative literature
from U.C.L.A. Prior to embarking on his Wall Street career,
he was an editor, writer and radio producer. In 2002, he won
a Peabody Award for excellence in journalism as co-producer
of a National Public Radio series. |
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Charles
Rhyee - Healthcare Technology & Distribution
Charles Rhyee is Executive Director and senior research analyst
covering Healthcare Technology and Distribution, a position
he has held since joining the firm in 2006. With over ten years
of equity research experience, Charles is one of the few analysts
who have a keen understanding of the broad healthcare services
universe from distributors to PBMs to HCIT and to hospitals.
He brings a macro-level approach to his franchise to identify
emerging trends and also employs a data-driven model which includes
deep analysis of market data and the use of proprietary survey
work. Charles began his equity research career at Smith Barney
working with Glen Santangelo, and subsequently moved to Credit
Suisse where he followed the Healthcare Facilities sector in
addition to the Healthcare Technology and Distribution space. |
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Richard
E. Schafer - Semiconductors
Rick Schafer is a Managing Director and senior analyst and leads
the firm's semiconductor franchise. Prior to joining the firm
in 1997, he worked as a financial analyst and market researcher
for Eurofon, Inc. & Co. KG Germany, a subsidiary of wireless
test and measurement equipment manufacturer LCC, L.L.C. Rick
received an international M.B.A. from the University of South
Carolina and holds B.S. degrees in Finance and Multinational
Business from Florida State University. |
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Scott
A. Schneeberger, CFA - Business Services
Scott Schneeberger is an Executive Director and senior analyst
covering the business services sector. He joined the firm in
2006 and covers over 20 stocks across five diverse business
services sub-sectors: Consulting Services, Education Services,
Tax Services, Route Services, and Rental Services. Prior to
joining Oppenheimer, Scott was a Vice President and senior analyst
at Lehman Brothers, where he covered industrial services and
business services from 2001-2006. |
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Shelby
G. Tucker, CFA - Utilities & Independent Power
Producers
Shelby Tucker is a Managing Director and senior analyst covering
the Utilities & Independent Power Producers. Prior to joining
the firm, Shelby was Managing Director & Senior Equity Research
Analyst in Electric Utilities & Independent Power Producers
at Banc of America, and led a team covering 28 electric utilities
and independent power producers. During his 10-year tenure at
Banc of America, he was consistently ranked in the top of Institutional
Investor's annual rankings and was a recognized thought leader
in the Energy & Power sector. He also served as Energy Sector
Head responsible for coordinating and leading the global Energy
research team. Prior to Banc of America, Shelby held research
positions at Citicorp (VP, Global Power Fixed Income Research
from 1997-1998); UBS Securities (Analyst, Utility Fixed Income
from 1996-1997); and Moody's Investor Service (Associate Analyst
for Energy Research from 1993-1996). Shelby holds a B.A. in
Computer Science from Brown University and an M.B.A. from Georgetown
University in Washington, D.C. |
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Michael
Wiederhorn - Healthcare Providers
Michael Wiederhorn is a Managing Director covering Healthcare
Providers. His coverage focuses on nursing homes, hospitals,
home health, hospice, respiratory therapy, and related healthcare
services. He has over twelve years of experience in healthcare
consulting and research. Prior to entering equity research in
1999, Michael was a management consultant at Ernst and Young,
serving the healthcare industry. He has a Masters in Health
Policy and Management from Harvard University and B.A. in American
History from the University of Pennsylvania. |
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Carter
Braxton Worth - Chief Market Technician*
Carter Worth is Managing Director and Chief Market Technician
for Oppenheimer. His work is highly sought after and is based
on the principles of “collective wisdom” and behavioral science,
with particular emphasis on trend recognition, capital flows
and price action. As the Chief Market Technician, he publishes
periodic industry and sector reports, as well as daily market
comments. Before joining Oppenheimer, Carter was the Chief Market
Strategist for Ehrenkrantz King Nussbaum. Prior to that he was
the founder of Fulcrum Enterprises, which specialized in investment
advisory, portfolio strategy and overall asset allocation and
stock market analysis. Carter's work in technical analysis began
at Donaldson, Lufkin & Jenrette where, as a portfolio strategist,
he focused on top-down market analysis with due diligence in
all areas of asset allocation, market timing, sector rotation,
industry weightings, stock selection and risk management.
*Technical research provided by Oppenheimer Asset Management,
Inc., an affiliate of Oppenheimer & Co. Inc. Please see Overview
for more details. |
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Edward
H. Yang - Chemicals
Edward H. Yang is an Executive Director and senior research
analyst covering the U.S. basic and specialty chemicals industry.
In 2009, he was ranked the #1 U.S. Chemicals stock picker
by the Financial Times, and #4 “Best on the Street”
by the Wall Street Journal. Prior to joining
the firm in 2001, Ed was a research analyst at Goldman Sachs
covering the consumer products sector as part of the #1 ranked
team in the Institutional Investor survey. Prior to Goldman,
he covered telecom stocks at Donaldson, Lufkin, & Jenrette,
in the group ranked runner up in the Institutional Investor
survey. Ed graduated cum laude and as a University Scholar from
the Wharton School at the University of Pennsylvania with a
B.S. in finance and accounting. |
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Andy
Yeung, CFA - China - Industrials and Applied
Technology
Andy Yeung is a Director and senior analyst covering China companies
in the Industrials & Applied Technology sectors. Prior to joining
the firm, Andy was a research analyst at Thomas Weisel on an
Applied Technologies & Industrial Growth team. Before joining
Weisel, he worked at Wells Fargo in the Consumer Deposit Group
as well as at Mitchell Madison, both for the consulting firm
and for Silver Oak Partners. Andy began his career at Fair Isaac
Corporation in the credit risk management department. Andy holds
a B.A. in Applied Mathematics and a B.S. in Mechanical Engineering
from the University of California at Berkeley. He received his
M.B.A. from Yale University. |
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Ian
A. Zaffino - Special Situations/Generalist
Ian Zaffino, Managing Director and senior analyst, is responsible
for the research coverage of event-driven special situations,
including restructurings, post-bankruptcy equities and spinoffs.
Ian came to Oppenheimer from Israel Englander Research where,
as a special situations/generalist, he focused heavily on technology,
telecom and consumer products. Prior to that, he spent four
years at Credit Suisse First Boston where he had primary coverage
of the wireless infrastructure and outsourcing industry and
provided secondary coverage of traditional broadcasters. Ian
also spent some time on the buy side with Drake Capital Advisors.
Prior to Wall Street, Ian was a climate control engineer for
Ford Motor Company. Ian graduated from the University of Michigan
with a B.S. in Mechanical Engineering. He has an M.S. in Industrial
and Financial Engineering from Columbia and an M.B.A. from New
York University's Stern School of Business. |
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